Edgestream Partners’s Hawaiian Electric Industries HE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$1.06M Sell
2025
Q3
$7.22M Sell
2025
Q2
$8.61M Buy
2025
Q1
$4.22M Buy
2024
Q4
$1.77M Buy
2023
Q4
Sell
2023
Q3
$252K Buy
2023
Q2
Sell
2023
Q1
$603K Sell
2022
Q4
$659K Buy