Invesco
HEES

Invesco’s H&E Equipment Services HEES Stock Holding History

Invesco’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-72,484
Closed -$6.87M – 3799
2025
Q1 		$6.87M Sell
72,484
-80,807
-53% -$7.03M ﹤0.01% 2000
2024
Q4 		$7.51M Buy
153,291
+72,539
+90% +$3.95M ﹤0.01% 2032
2024
Q3 		$3.93M Sell
80,752
-414,875
-84% -$19.5M ﹤0.01% 2355
2024
Q2 		$21.9M Sell
495,627
-824,214
-62% -$42.3M ﹤0.01% 1390
2024
Q1 		$84.7M Buy
1,319,841
+64,187
+5% +$3.52M 0.02% 833
2023
Q4 		$65.7M Sell
1,255,654
-100,226
-7% -$4.53M 0.02% 902
2023
Q3 		$58.6M Buy
1,355,880
+74,699
+6% +$3.4M 0.02% 890
2023
Q2 		$58.6M Buy
1,281,181
+50,627
+4% +$2.02M 0.02% 887
2023
Q1 		$54.4M Buy
1,230,554
+601,089
+95% +$29.3M 0.02% 919
2022
Q4 		$28.6M Buy
629,465
+537,386
+584% +$20.8M 0.01% 1179
2022
Q3 		$2.61M Sell
92,079
-6,570
-7% -$207K ﹤0.01% 2524
2022
Q2 		$2.86M Sell
98,649
-52,840
-35% -$1.86M ﹤0.01% 2558
2022
Q1 		$6.59M Sell
151,489
-36,789
-20% -$1.55M ﹤0.01% 2226
2021
Q4 		$8.34M Buy
188,278
+83,117
+79% +$3.63M ﹤0.01% 2115
2021
Q3 		$3.65M Buy
105,161
+6,461
+7% +$214K ﹤0.01% 2550
2021
Q2 		$3.28M Buy
98,700
+6,925
+8% +$254K ﹤0.01% 2628
2021
Q1 		$3.49M Buy
91,775
+1,300
+1% +$41.6K ﹤0.01% 2539
2020
Q4 		$2.7M Sell
90,475
-5,087
-5% -$131K ﹤0.01% 2493
2020
Q3 		$1.88M Buy
95,562
+7,893
+9% +$154K ﹤0.01% 2521
2020
Q2 		$1.62M Sell
87,669
-2,891
-3% -$46K ﹤0.01% 2568
2020
Q1 		$1.33M Buy
90,560
+10,038
+12% +$243K ﹤0.01% 2601
2019
Q4 		$2.69M Sell
80,522
-1,753
-2% -$56.9K ﹤0.01% 2513
2019
Q3 		$2.37M Buy
82,275
+958
+1% +$25.9K ﹤0.01% 2532
2019
Q2 		$2.37M Sell
81,317
-2,791
-3% -$77.6K ﹤0.01% 2617
2019
Q1 		$2.11M Sell
84,108
-33,446
-28% -$880K ﹤0.01% 2579
2018
Q4 		$2.4M Sell
117,554
-55,984
-32% -$1.37M ﹤0.01% 2423
2018
Q3 		$6.56M Sell
173,538
-81,694
-32% -$2.96M ﹤0.01% 1993
2018
Q2 		$9.6M Buy
255,232
+30,708
+14% +$1.15M ﹤0.01% 1699
2018
Q1 		$8.64M Buy
224,524
+37,886
+20% +$1.49M ﹤0.01% 1637
2017
Q4 		$7.59M Buy
186,638
+105,575
+130% +$3.61M ﹤0.01% 1742
2017
Q3 		$2.37M Buy
81,063
+3,226
+4% +$74.9K ﹤0.01% 2450
2017
Q2 		$1.59M Buy
77,837
+795
+1% +$16.7K ﹤0.01% 2735
2017
Q1 		$1.89M Sell
77,042
-22,401
-23% -$549K ﹤0.01% 2621
2016
Q4 		$2.31M Sell
99,443
-29,620
-23% -$543K ﹤0.01% 2476
2016
Q3 		$2.16M Buy
129,063
+51,018
+65% +$875K ﹤0.01% 2499
2016
Q2 		$1.49M Sell
78,045
-303
-0.4% -$5.7K ﹤0.01% 2654
2016
Q1 		$1.37M Buy
78,348
+20,685
+36% +$300K ﹤0.01% 2714
2015
Q4 		$1.01M Buy
57,663
+1,889
+3% +$34.7K ﹤0.01% 2938
2015
Q3 		$933K Buy
55,774
+2,930
+6% +$51.5K ﹤0.01% 2957
2015
Q2 		$1.05M Sell
52,844
-114,282
-68% -$2.74M ﹤0.01% 3039
2015
Q1 		$4.18M Buy
167,126
+129,157
+340% +$2.91M ﹤0.01% 2103
2014
Q4 		$1.07M Sell
37,969
-54,430
-59% -$1.85M ﹤0.01% 2936
2014
Q3 		$3.72M Sell
92,399
-59,147
-39% -$2.3M ﹤0.01% 2134
2014
Q2 		$5.51M Sell
151,546
-1,582
-1% -$58K ﹤0.01% 1894
2014
Q1 		$6.19M Buy
153,128
+552
+0.4% +$18.3K ﹤0.01% 1791
2013
Q4 		$4.52M Buy
152,576
+85,242
+127% +$2.33M ﹤0.01% 2080
2013
Q3 		$1.79M Buy
67,334
+40,342
+149% +$960K ﹤0.01% 2622
2013
Q2 		$569K Buy
+26,992
New +$564K ﹤0.01% 3218

Other funds holding HEES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Invesco's HEES Position: Q2 2025 in Review

Invesco sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 72,484 shares — an estimated $6.87M sold.

Invesco first reported a position in HEES in Q2 2013 and held it in 48 quarters. The position peaked at $84.7M in Q1 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • Invesco reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • Invesco sold 72,484 H&E Equipment Services shares in Q2 2025, an estimated $6.87M.
  • Invesco first reported a position in H&E Equipment Services in Q2 2013 and held it in 48 quarters.
  • Invesco's H&E Equipment Services position peaked at $84.7M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Invesco's 13F filing for Q2 2025, filed 13 Aug 2025.