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New England Capital Financial Advisors’s Hawaiian Electric Industries HE Stock Holding History

New England Capital Financial 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
2023
Q4 		– Sell
-55
Closed -$679 – 400
2023
Q3 		$679 Buy
55
+1
+2% +$24 ﹤0.01% 351
2023
Q2 		$1.94K Buy
54
+1
+2% +$38 ﹤0.01% 315
2023
Q1 		$2.04K Hold
53
– – ﹤0.01% 342
2022
Q4 		$2.15K Buy
+53
New +$2.05K ﹤0.01% 341

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

New England Capital Financial Advisors's HE Position: Q4 2023 in Review

New England Capital Financial Advisors sold out of Hawaiian Electric Industries (HE) in Q4 2023, closing a stake of 55 shares — an estimated $679 sold.

New England Capital Financial Advisors first reported a position in HE in Q4 2022 and held it in 4 quarters. The position peaked at $2.15K in Q4 2022. 291 funds tracked by Wall St. Rank hold HE as of Q4 2023.

  • New England Capital Financial Advisors reported no remaining Hawaiian Electric Industries position as of Q4 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 55 Hawaiian Electric Industries shares in Q4 2023, an estimated $679.
  • New England Capital Financial Advisors first reported a position in Hawaiian Electric Industries in Q4 2022 and held it in 4 quarters.
  • New England Capital Financial Advisors's Hawaiian Electric Industries position peaked at $2.15K in Q4 2022.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2023.

Based on New England Capital Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.