LDB
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Lee, Danner & Bass’s Hawaiian Electric Industries HE Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-200
Closed -$1.95K – 426
2024
Q4 		$1.95K Buy
+200
New +$2.02K ﹤0.01% 679

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lee, Danner & Bass's HE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 200 shares — an estimated $1.95K sold.

Lee, Danner & Bass first reported a position in HE in Q4 2024 and held it in 1 quarter. The position peaked at $1.95K in Q4 2024. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 200 Hawaiian Electric Industries shares in Q1 2025, an estimated $1.95K.
  • Lee, Danner & Bass first reported a position in Hawaiian Electric Industries in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Hawaiian Electric Industries position peaked at $1.95K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.