Neuberger Berman Group’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	$151K	Buy	+10,144	New	+$153K	﹤0.01%	2036
2024 Q1	–	Sell	-18,646	Closed	-$265K	–	1871
2023 Q4	$265K	Buy	+18,646	New	+$242K	﹤0.01%	1690
2023 Q3	–	Sell	-9,428	Closed	-$341K	–	1839
2023 Q2	$341K	Sell	9,428 -969	-9%	-$36.5K	﹤0.01%	1546
2023 Q1	$399K	Sell	10,397 -150	-1%	-$6.08K	﹤0.01%	1517
2022 Q4	$441K	Sell	10,547 -2,874	-21%	-$111K	﹤0.01%	1485
2022 Q3	$499K	Sell	13,421 -366	-3%	-$14.7K	﹤0.01%	1470
2022 Q2	$595K	Buy	13,787 +149	+1%	+$6.27K	﹤0.01%	1461
2022 Q1	$605K	Sell	13,638 -786	-5%	-$32.7K	﹤0.01%	1488
2021 Q4	$627K	Buy	14,424 +7,270	+102%	+$295K	﹤0.01%	1486
2021 Q3	$318K	Buy	7,154 +47	+0.7%	+$2.02K	﹤0.01%	1588
2021 Q2	$327K	Sell	7,107 -883	-11%	-$38.2K	﹤0.01%	1588
2021 Q1	$385K	Buy	+7,990	New	+$293K	﹤0.01%	1543
2018 Q4	–	Sell	-6,810	Closed	-$242K	–	1614
2018 Q3	$242K	Sell	6,810 -34,519	-84%	-$1.21M	﹤0.01%	1504
2018 Q2	$1.44M	Buy	41,329 +22,643	+121%	+$769K	﹤0.01%	1130
2018 Q1	$662K	Sell	18,686 -7,677	-29%	-$259K	﹤0.01%	1298
2017 Q4	$953K	Buy	+26,363	New	+$954K	﹤0.01%	1225