GAMMA Investing’s Hawaiian Electric Industries HE Stock Holding History

GAMMA Investing’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
2026 Q2	$247K	Sell	18,227 -465	-2%	-$6.63K	0.01%	1109
2026 Q1	$277K	Buy	18,692 +273	+1%	+$4.13K	0.01%	894
2025 Q4	$227K	Sell	18,419 -2,387	-11%	-$27.7K	0.01%	949
2025 Q3	$230K	Sell	20,806 -581	-3%	-$6.62K	0.01%	876
2025 Q2	$227K	Sell	21,387 -3,696	-15%	-$38.6K	0.01%	834
2025 Q1	$275K	Sell	25,083 -3,048	-11%	-$30.8K	0.02%	617
2024 Q4	$274K	Sell	28,131 -3,974	-12%	-$40.2K	0.02%	572
2024 Q3	$311K	Buy	32,105 +22,565	+237%	+$280K	0.03%	458
2024 Q2	$86.1K	Buy	9,540 +4,308	+82%	+$44.8K	0.01%	860
2024 Q1	$59K	Buy	5,232 +98	+2%	+$1.25K	0.01%	929
2023 Q4	$66.6K	Buy	+5,134	New	+$66.8K	0.02%	738

Other funds holding HE

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return