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Fernwood Investment Management’s Hawaiian Electric Industries HE Stock Holding History

Fernwood Investment Management’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
2024
Q4 		$1.62M Buy
166,250
+33,075
+25% +$334K 0.56% 45
2024
Q3 		$1.29M Buy
133,175
+60,335
+83% +$748K 0.42% 62
2024
Q2 		$657K Buy
72,840
+8,875
+14% +$92.2K 0.2% 96
2024
Q1 		$721K Buy
63,965
+14,965
+31% +$190K 0.21% 93
2023
Q4 		$695K Hold
49,000
– – 0.23% 93
2023
Q3 		$603K Buy
+49,000
New +$1.19M 0.22% 97

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fernwood Investment Management's HE Position: Q4 2024 in Review

Fernwood Investment Management increased its Hawaiian Electric Industries (HE) stake by 25% in Q4 2024, buying an estimated $334K and bringing the position to 166,250 shares worth $1.62M. The position accounts for 0.56% of the portfolio, ranked #45.

Fernwood Investment Management first reported a position in HE in Q3 2023 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • Fernwood Investment Management held 166,250 shares of Hawaiian Electric Industries worth $1.62M as of Q4 2024.
  • Fernwood Investment Management bought 33,075 Hawaiian Electric Industries shares in Q4 2024, an estimated $334K.
  • Hawaiian Electric Industries made up 0.56% of Fernwood Investment Management's portfolio in Q4 2024, its #45 holding.
  • Fernwood Investment Management first reported a position in Hawaiian Electric Industries in Q3 2023 and has held it in 6 quarters since.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.