HighTower Advisors’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 | $5.55M | Buy |
373,758
+295,567
| +378% | +$4.47M | 0.01% | 1153 |
|
|
2025
Q4 | $962K | Buy |
78,191
+18,878
| +32% | +$219K | ﹤0.01% | 2153 |
|
|
2025
Q3 | $655K | Buy |
59,313
+2,191
| +4% | +$25K | ﹤0.01% | 2407 |
|
|
2025
Q2 | $607K | Buy |
57,122
+6,584
| +13% | +$68.7K | ﹤0.01% | 2356 |
|
|
2025
Q1 | $553K | Buy |
+50,538
| New | +$511K | ﹤0.01% | 2374 |
|
|
2024
Q4 | – | Sell |
-11,270
| Closed | -$108K | – | 3918 |
|
|
2024
Q3 | $108K | Buy |
+11,270
| New | +$140K | ﹤0.01% | 3297 |
|
|
2024
Q1 | – | Sell |
-15,136
| Closed | -$202K | – | 3795 |
|
|
2023
Q4 | $202K | Sell |
15,136
-1,307
| -8% | -$17K | ﹤0.01% | 3002 |
|
|
2023
Q3 | $186K | Sell |
16,443
-5,234
| -24% | -$127K | ﹤0.01% | 2939 |
|
|
2023
Q2 | $785K | Sell |
21,677
-19
| -0.1% | -$715 | ﹤0.01% | 1896 |
|
|
2023
Q1 | $832K | Sell |
21,696
-185
| -0.8% | -$7.5K | ﹤0.01% | 1782 |
|
|
2022
Q4 | $922K | Buy |
21,881
+5,376
| +33% | +$207K | ﹤0.01% | 1725 |
|
|
2022
Q3 | $571K | Buy |
16,505
+26
| +0.2% | +$1.05K | ﹤0.01% | 1929 |
|
|
2022
Q2 | $675K | Sell |
16,479
-912
| -5% | -$38.4K | ﹤0.01% | 1872 |
|
|
2022
Q1 | $735K | Sell |
17,391
-558
| -3% | -$23.2K | ﹤0.01% | 1932 |
|
|
2021
Q4 | $747K | Buy |
17,949
+1,210
| +7% | +$49.1K | ﹤0.01% | 1921 |
|
|
2021
Q3 | $683K | Sell |
16,739
-2,203
| -12% | -$94.5K | ﹤0.01% | 1873 |
|
|
2021
Q2 | $801K | Buy |
18,942
+1,184
| +7% | +$51.3K | ﹤0.01% | 1774 |
|
|
2021
Q1 | $788K | Sell |
17,758
-937
| -5% | -$34.3K | ﹤0.01% | 1712 |
|
|
2020
Q4 | $662K | Buy |
18,695
+1,948
| +12% | +$68.9K | ﹤0.01% | 1475 |
|
|
2020
Q3 | $557K | Sell |
16,747
-820
| -5% | -$28.8K | ﹤0.01% | 1519 |
|
|
2020
Q2 | $634K | Sell |
17,567
-3,133
| -15% | -$121K | ﹤0.01% | 1339 |
|
|
2020
Q1 | $889K | Buy |
20,700
+2,445
| +13% | +$113K | 0.01% | 1066 |
|
|
2019
Q4 | $854K | Buy |
18,255
+22
| +0.1% | +$986 | 0.01% | 1223 |
|
|
2019
Q3 | $829K | Buy |
18,233
+162
| +0.9% | +$7.2K | ﹤0.01% | 1268 |
|
|
2019
Q2 | $788K | Buy |
18,071
+57
| +0.3% | +$2.39K | ﹤0.01% | 1313 |
|
|
2019
Q1 | $733K | Sell |
18,014
-100
| -0.6% | -$3.8K | ﹤0.01% | 1274 |
|
|
2018
Q4 | $664K | Buy |
18,114
+798
| +5% | +$29.6K | 0.01% | 1216 |
|
|
2018
Q3 | $616K | Buy |
17,316
+2,985
| +21% | +$105K | ﹤0.01% | 1356 |
|
|
2018
Q2 | $494K | Sell |
14,331
-667
| -4% | -$22.7K | ﹤0.01% | 1458 |
|
|
2018
Q1 | $517K | Sell |
14,998
-16,111
| -52% | -$544K | ﹤0.01% | 1399 |
|
|
2017
Q4 | $1.12M | Buy |
31,109
+2
| +0% | +$72 | 0.01% | 1051 |
|
|
2017
Q3 | $1.04M | Buy |
31,107
+18,014
| +138% | +$596K | 0.01% | 1076 |
|
|
2017
Q2 | $422K | Buy |
13,093
+603
| +5% | +$20.1K | ﹤0.01% | 1456 |
|
|
2017
Q1 | $416K | Sell |
12,490
-11,513
| -48% | -$382K | ﹤0.01% | 1411 |
|
|
2016
Q4 | $793K | Buy |
24,003
+11,873
| +98% | +$362K | 0.01% | 1066 |
|
|
2016
Q3 | $362K | Sell |
12,130
-189
| -2% | -$5.81K | ﹤0.01% | 1380 |
|
|
2016
Q2 | $405K | Buy |
12,319
+598
| +5% | +$19.7K | 0.01% | 1208 |
|
|
2016
Q1 | $380K | Buy |
11,721
+1,540
| +15% | +$46.1K | ﹤0.01% | 1499 |
|
|
2015
Q4 | $295K | Sell |
10,181
-802
| -7% | -$23.1K | ﹤0.01% | 1579 |
|
|
2015
Q3 | $314K | Buy |
10,983
+562
| +5% | +$16.5K | ﹤0.01% | 1435 |
|
|
2015
Q2 | $309K | Hold |
10,421
| – | – | 0.01% | 1184 |
|
|
2015
Q1 | $335K | Sell |
10,421
-47,363
| -82% | -$1.58M | 0.01% | 1201 |
|
|
2014
Q4 | $1.94M | Sell |
57,784
-5,726
| -9% | -$167K | 0.03% | 594 |
|
|
2014
Q3 | $1.9M | Buy |
63,510
+22,528
| +55% | +$559K | 0.03% | 573 |
|
|
2014
Q2 | $1.04M | Buy |
+40,982
| New | +$998K | 0.02% | 795 |
|
Other funds holding HE
HKAM
VPM
VCM
QCM
