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Kiely Wealth Advisory Group’s Hawaiian Electric Industries HE Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$1.01K Hold
100
– – ﹤0.01% 303
2024
Q3 		$1K Hold
100
– – ﹤0.01% 302
2024
Q2 		$1.6K Hold
100
– – ﹤0.01% 283
2024
Q1 		$1K Hold
100
– – ﹤0.01% 266
2023
Q4 		$1.39K Buy
+100
New +$1.3K ﹤0.01% 255

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiely Wealth Advisory Group's HE Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Hawaiian Electric Industries (HE) position steady in Q4 2024 at 100 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Kiely Wealth Advisory Group first reported a position in HE in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.6K in Q2 2024. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • Kiely Wealth Advisory Group held 100 shares of Hawaiian Electric Industries worth $1.01K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Hawaiian Electric Industries share count unchanged in Q4 2024.
  • Hawaiian Electric Industries made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #303 holding.
  • Kiely Wealth Advisory Group first reported a position in Hawaiian Electric Industries in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Hawaiian Electric Industries position peaked at $1.6K in Q2 2024.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.