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Moneta Group Investment Advisors’s Hawaiian Electric Industries HE Stock Holding History

Moneta Group Investment Advisors’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 		– Sell
-10,402
Closed -$101K – 681
2024
Q3 		$101K Buy
+10,402
New +$129K ﹤0.01% 633
2018
Q2 		– Sell
-860
Closed -$30K – 487
2018
Q1 		$30K Buy
+860
New +$29.1K ﹤0.01% 360

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

Moneta Group Investment Advisors's HE Position: Q4 2024 in Review

Moneta Group Investment Advisors sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 10,402 shares — an estimated $101K sold.

Moneta Group Investment Advisors first reported a position in HE in Q1 2018 and held it in 2 quarters. The position peaked at $101K in Q3 2024. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • Moneta Group Investment Advisors reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,402 Hawaiian Electric Industries shares in Q4 2024, an estimated $101K.
  • Moneta Group Investment Advisors first reported a position in Hawaiian Electric Industries in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Hawaiian Electric Industries position peaked at $101K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.