Founders Capital Management (Texas)’s Hawaiian Electric Industries HE Stock Holding History

Founders Capital Management (Texas)’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
2023 Q4	–	Sell	-150	Closed	-$1.85K	–	386
2023 Q3	$1.85K	Hold	150	–	–	﹤0.01%	370
2023 Q2	$5.43K	Hold	150	–	–	﹤0.01%	340
2023 Q1	$6K	Hold	150	–	–	﹤0.01%	346
2022 Q4	$6K	Hold	150	–	–	﹤0.01%	330
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	342
2022 Q2	$6K	Hold	150	–	–	﹤0.01%	352
2022 Q1	$6K	Hold	150	–	–	﹤0.01%	287
2021 Q4	$6K	Hold	150	–	–	﹤0.01%	287
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	287
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	280
2021 Q1	$7K	Hold	150	–	–	0.01%	264
2020 Q4	$5K	Buy	+150	New	+$5.31K	﹤0.01%	275
2020 Q1	$6K	Hold	150	–	–	0.01%	260
2019 Q4	$7K	Hold	150	–	–	0.01%	272
2019 Q3	$7K	Hold	150	–	–	0.01%	274
2019 Q2	$7K	Hold	150	–	–	0.01%	277
2019 Q1	$6K	Hold	150	–	–	0.01%	290
2018 Q4	$5K	Hold	150	–	–	0.01%	288
2018 Q3	$5K	Hold	150	–	–	﹤0.01%	281
2018 Q2	$5K	Hold	150	–	–	﹤0.01%	283
2018 Q1	$5K	Hold	150	–	–	﹤0.01%	326
2017 Q4	$5K	Hold	150	–	–	﹤0.01%	318
2017 Q3	$5K	Sell	150 -100	-40%	-$3.31K	﹤0.01%	320
2017 Q2	$8K	Hold	250	–	–	0.01%	300
2017 Q1	$8K	Buy	+250	New	+$8.3K	0.01%	313

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Founders Capital Management (Texas)'s HE Position: Q4 2023 in Review

Founders Capital Management (Texas) sold out of Hawaiian Electric Industries (HE) in Q4 2023, closing a stake of 150 shares — an estimated $1.85K sold.

Founders Capital Management (Texas) first reported a position in HE in Q1 2017 and held it in 25 quarters. The position peaked at $8K in Q2 2017. 291 funds tracked by Wall St. Rank hold HE as of Q4 2023.

Founders Capital Management (Texas) reported no remaining Hawaiian Electric Industries position as of Q4 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 150 Hawaiian Electric Industries shares in Q4 2023, an estimated $1.85K.
Founders Capital Management (Texas) first reported a position in Hawaiian Electric Industries in Q1 2017 and held it in 25 quarters.
Founders Capital Management (Texas)'s Hawaiian Electric Industries position peaked at $8K in Q2 2017.
291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2023, filed 8 Jan 2024.