MAM
HE icon

Meeder Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Meeder Asset Management’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
2022
Q4 		– Sell
-1,056
Closed -$37K – 1299
2022
Q3 		$37K Buy
1,056
+88
+9% +$3.54K ﹤0.01% 928
2022
Q2 		$40K Buy
968
+288
+42% +$12.1K ﹤0.01% 918
2022
Q1 		$29K Buy
+680
New +$28.3K ﹤0.01% 1134
2021
Q4 		– Sell
-1,524
Closed -$62K – 1671
2021
Q3 		$62K Buy
1,524
+21
+1% +$901 ﹤0.01% 1035
2021
Q2 		$64K Buy
1,503
+599
+66% +$25.9K ﹤0.01% 1047
2021
Q1 		$40K Buy
904
+186
+26% +$6.82K ﹤0.01% 1180
2020
Q4 		$25K Buy
718
+127
+21% +$4.49K 0.01% 746
2020
Q3 		$20K Buy
591
+334
+130% +$11.7K ﹤0.01% 1173
2020
Q2 		$9K Sell
257
-260
-50% -$10.1K ﹤0.01% 1348
2020
Q1 		$22K Buy
517
+342
+195% +$15.8K ﹤0.01% 1202
2019
Q4 		$8K Sell
175
-43
-20% -$1.93K ﹤0.01% 1625
2019
Q3 		$10K Buy
218
+122
+127% +$5.42K ﹤0.01% 1539
2019
Q2 		$4K Buy
+96
New +$4.02K ﹤0.01% 1717

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meeder Asset Management's HE Position: Q4 2022 in Review

Meeder Asset Management sold out of Hawaiian Electric Industries (HE) in Q4 2022, closing a stake of 1,056 shares — an estimated $37K sold.

Meeder Asset Management first reported a position in HE in Q2 2019 and held it in 13 quarters. The position peaked at $64K in Q2 2021. 323 funds tracked by Wall St. Rank hold HE as of Q4 2022.

  • Meeder Asset Management reported no remaining Hawaiian Electric Industries position as of Q4 2022 after selling out during the quarter.
  • Meeder Asset Management sold 1,056 Hawaiian Electric Industries shares in Q4 2022, an estimated $37K.
  • Meeder Asset Management first reported a position in Hawaiian Electric Industries in Q2 2019 and held it in 13 quarters.
  • Meeder Asset Management's Hawaiian Electric Industries position peaked at $64K in Q2 2021.
  • 323 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.