NFSG
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Newbridge Financial Services Group’s Hawaiian Electric Industries HE Stock Holding History

Newbridge Financial Services Group’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
2026
Q1 		$190K Buy
12,800
+450
+4% +$6.8K 0.03% 223
2025
Q4 		$152K Hold
12,350
– – 0.02% 261
2025
Q3 		$136K Hold
12,350
– – 0.02% 346
2025
Q2 		$131K Buy
12,350
+350
+3% +$3.65K 0.02% 344
2025
Q1 		$131K Buy
12,000
+1,000
+9% +$10.1K 0.03% 235
2024
Q4 		$107K Buy
+11,000
New +$111K 0.03% 276
2024
Q3 		– Sell
-5,500
Closed -$49.6K – 839
2024
Q2 		$49.6K Sell
5,500
-2,000
-27% -$20.8K 0.02% 375
2024
Q1 		$84.5K Buy
7,500
+4,750
+173% +$60.4K 0.04% 315
2023
Q4 		$39K Sell
2,750
-100
-4% -$1.3K 0.02% 446
2023
Q3 		$35.1K Buy
+2,850
New +$69.3K 0.02% 506

Other funds holding HE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return