Mackenzie Financial’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 | – | Sell |
-10,924
| Closed | -$137K | – | 1564 |
|
|
2025
Q4 | $137K | Buy |
10,924
+506
| +5% | +$5.86K | ﹤0.01% | 1572 |
|
|
2025
Q3 | $115K | Sell |
10,418
-19,388
| -65% | -$221K | ﹤0.01% | 1620 |
|
|
2025
Q2 | $317K | Sell |
29,806
-647
| -2% | -$6.75K | ﹤0.01% | 1372 |
|
|
2025
Q1 | $333K | Buy |
30,453
+19,414
| +176% | +$196K | ﹤0.01% | 1346 |
|
|
2024
Q4 | $107K | Sell |
11,039
-118,654
| -91% | -$1.2M | ﹤0.01% | 1629 |
|
|
2024
Q3 | $1.26M | Buy |
129,693
+71,872
| +124% | +$891K | ﹤0.01% | 823 |
|
|
2024
Q2 | $522K | Sell |
57,821
-30,794
| -35% | -$320K | ﹤0.01% | 1004 |
|
|
2024
Q1 | $999K | Buy |
+88,615
| New | +$1.13M | ﹤0.01% | 882 |
|
|
2023
Q3 | – | Sell |
-8,674
| Closed | -$316K | – | 1519 |
|
|
2023
Q2 | $316K | Sell |
8,674
-5,301
| -38% | -$200K | ﹤0.01% | 1156 |
|
|
2023
Q1 | $537K | Buy |
13,975
+3,426
| +32% | +$139K | ﹤0.01% | 1005 |
|
|
2022
Q4 | $441K | Buy |
+10,549
| New | +$407K | ﹤0.01% | 968 |
|
|
2021
Q1 | – | Sell |
-7,390
| Closed | -$262K | – | 1158 |
|
|
2020
Q4 | $262K | Sell |
7,390
-18,763
| -72% | -$664K | ﹤0.01% | 963 |
|
|
2020
Q3 | $869K | Sell |
26,153
-147
| -0.6% | -$5.15K | ﹤0.01% | 691 |
|
|
2020
Q2 | $948K | Sell |
26,300
-5,130
| -16% | -$199K | ﹤0.01% | 675 |
|
|
2020
Q1 | $1.35M | Sell |
31,430
-8,130
| -21% | -$376K | ﹤0.01% | 583 |
|
|
2019
Q4 | $1.85M | Sell |
39,560
-5,475
| -12% | -$245K | ﹤0.01% | 633 |
|
|
2019
Q3 | $2.05M | Hold |
45,035
| – | – | 0.01% | 609 |
|
|
2019
Q2 | $1.96M | Sell |
45,035
-22,204
| -33% | -$931K | 0.01% | 637 |
|
|
2019
Q1 | $2.74M | Sell |
67,239
-337
| -0.5% | -$12.8K | 0.01% | 704 |
|
|
2018
Q4 | $2.48M | Hold |
67,576
| – | – | 0.01% | 669 |
|
|
2018
Q3 | $2.4M | Buy |
67,576
+3,041
| +5% | +$107K | 0.01% | 616 |
|
|
2018
Q2 | $2.21M | Sell |
64,535
-9,650
| -13% | -$328K | 0.01% | 581 |
|
|
2018
Q1 | $2.55M | Sell |
74,185
-1,300
| -2% | -$43.9K | 0.01% | 533 |
|
|
2017
Q4 | $2.73M | Buy |
75,485
+34,785
| +85% | +$1.26M | 0.01% | 493 |
|
|
2017
Q3 | $1.36M | Buy |
+40,700
| New | +$1.35M | 0.01% | 424 |
|
Other funds holding HE
HKAM
VPM
VCM
QCM
