DHGWA
HE icon

Dixon Hughes Goodman Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$111K Hold
2,620
– – 0.03% 233
2021
Q4 		$109K Buy
+2,620
New +$106K 0.04% 200

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's HE Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Hawaiian Electric Industries (HE) position steady in Q1 2022 at 2,620 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #233.

Dixon Hughes Goodman Wealth Advisors first reported a position in HE in Q4 2021 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold HE as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,620 shares of Hawaiian Electric Industries worth $111K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Hawaiian Electric Industries share count unchanged in Q1 2022.
  • Hawaiian Electric Industries made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #233 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Hawaiian Electric Industries in Q4 2021 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.