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NewEdge Advisors’s Hawaiian Electric Industries HE Stock Holding History

NewEdge 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
2026
Q1 		$12.5K Buy
841
+200
+31% +$3.02K ﹤0.01% 3338
2025
Q4 		$7.88K Hold
641
– – ﹤0.01% 3536
2025
Q3 		$7.08K Hold
641
– – ﹤0.01% 3429
2025
Q2 		$6.81K Buy
+641
New +$6.69K ﹤0.01% 3323
2024
Q3 		– Sell
-500
Closed -$4.51K – 3866
2024
Q2 		$4.51K Hold
500
– – ﹤0.01% 3127
2024
Q1 		$5.63K Hold
500
– – ﹤0.01% 3097
2023
Q4 		$7.09K Sell
500
-1
-0.2% -$13 ﹤0.01% 2989
2023
Q3 		$6.17K Buy
501
+500
+50,000% +$12.2K ﹤0.01% 2729
2023
Q2 		$36 Hold
1
– – ﹤0.01% 3444
2023
Q1 		$38 Hold
1
– – ﹤0.01% 3370
2022
Q4 		$0 Buy
+1
New +$39 ﹤0.01% 4136

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