HHM Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

HHM 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
2026 Q2	–	Sell	-200	Closed	-$2.97K	–	928
2026 Q1	$2.97K	Hold	200	–	–	﹤0.01%	780
2025 Q4	$2.46K	Hold	200	–	–	﹤0.01%	763
2025 Q3	$2.21K	Hold	200	–	–	﹤0.01%	778
2025 Q2	$2.13K	Hold	200	–	–	﹤0.01%	757
2025 Q1	$2.19K	Hold	200	–	–	﹤0.01%	747
2024 Q4	$1.95K	Hold	200	–	–	﹤0.01%	754
2024 Q3	$1.94K	Hold	200	–	–	﹤0.01%	711
2024 Q2	$1.8K	Hold	200	–	–	﹤0.01%	712
2024 Q1	$2.25K	Hold	200	–	–	﹤0.01%	680
2023 Q4	$2.84K	Hold	200	–	–	﹤0.01%	669
2023 Q3	$2.46K	Sell	200 -100	-33%	-$2.43K	﹤0.01%	704
2023 Q2	$10.9K	Hold	300	–	–	﹤0.01%	517
2023 Q1	$11.5K	Buy	+300	New	+$12.2K	﹤0.01%	493

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 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