Nisa Investment Advisors
HEES

Nisa Investment Advisors’s H&E Equipment Services HEES Stock Holding History

Nisa Investment Advisors’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,686
Closed -$823K – 3063
2025
Q1 		$823K Buy
8,686
+306
+4% +$26.6K ﹤0.01% 867
2024
Q4 		$410K Hold
8,380
– – ﹤0.01% 1106
2024
Q3 		$408K Buy
8,380
+555
+7% +$26.1K ﹤0.01% 1103
2024
Q2 		$346K Buy
7,825
+31
+0.4% +$1.59K ﹤0.01% 1183
2024
Q1 		$500K Sell
7,794
-1,672
-18% -$91.7K ﹤0.01% 1080
2023
Q4 		$495K Sell
9,466
-2,400
-20% -$108K ﹤0.01% 1060
2023
Q3 		$512K Sell
11,866
-300
-2% -$13.7K ﹤0.01% 1056
2023
Q2 		$557K Sell
12,166
-100
-0.8% -$4K ﹤0.01% 1045
2023
Q1 		$543K Sell
12,266
-52,260
-81% -$2.55M ﹤0.01% 1046
2022
Q4 		$2.93M Buy
64,526
+52,000
+415% +$2.01M 0.02% 607
2022
Q3 		$371K Buy
12,526
+26
+0.2% +$818 ﹤0.01% 1124
2022
Q2 		$362K Hold
12,500
– – ﹤0.01% 1153
2022
Q1 		$544K Sell
12,500
-500
-4% -$21K ﹤0.01% 1052
2021
Q4 		$541K Buy
13,000
+2,700
+26% +$118K ﹤0.01% 992
2021
Q3 		$358 Hold
10,300
– – ﹤0.01% 1222
2021
Q2 		$343 Sell
10,300
-855
-8% -$31.3K ﹤0.01% 1241
2021
Q1 		$424 Hold
11,155
– – ﹤0.01% 1213
2020
Q4 		$333K Buy
11,155
+1,000
+10% +$25.8K ﹤0.01% 1298
2020
Q3 		$200K Buy
10,155
+1,700
+20% +$33.2K ﹤0.01% 1305
2020
Q2 		$156K Buy
8,455
+325
+4% +$5.17K ﹤0.01% 1342
2020
Q1 		$119K Hold
8,130
– – ﹤0.01% 1327
2019
Q4 		$272K Sell
8,130
-100
-1% -$3.24K ﹤0.01% 1257
2019
Q3 		$238K Hold
8,230
– – ﹤0.01% 1273
2019
Q2 		$239K Hold
8,230
– – ﹤0.01% 1280
2019
Q1 		$207K Sell
8,230
-100
-1% -$2.63K ﹤0.01% 1299
2018
Q4 		$170K Sell
8,330
-13,700
-62% -$336K ﹤0.01% 1285
2018
Q3 		$832K Buy
22,030
+2,500
+13% +$90.5K 0.01% 950
2018
Q2 		$735K Buy
19,530
+160
+0.8% +$5.97K 0.01% 939
2018
Q1 		$730K Sell
19,370
-1,850
-9% -$72.7K 0.01% 913
2017
Q4 		$863K Hold
21,220
– – 0.01% 877
2017
Q3 		$620K Buy
21,220
+20,700
+3,981% +$481K 0.01% 971
2017
Q2 		$11K Buy
520
+150
+41% +$3.15K ﹤0.01% 1681
2017
Q1 		$9K Sell
370
-330
-47% -$8.08K ﹤0.01% 1698
2016
Q4 		$16K Hold
700
– – ﹤0.01% 1697
2016
Q3 		$12K Hold
700
– – ﹤0.01% 1770
2016
Q2 		$13K Hold
700
– – ﹤0.01% 1742
2016
Q1 		$12K Buy
+700
New +$10.1K ﹤0.01% 1742

Other funds holding HEES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Nisa Investment Advisors's HEES Position: Q2 2025 in Review

Nisa Investment Advisors sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 8,686 shares — an estimated $823K sold.

Nisa Investment Advisors first reported a position in HEES in Q1 2016 and held it in 37 quarters. The position peaked at $2.93M in Q4 2022. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • Nisa Investment Advisors reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 8,686 H&E Equipment Services shares in Q2 2025, an estimated $823K.
  • Nisa Investment Advisors first reported a position in H&E Equipment Services in Q1 2016 and held it in 37 quarters.
  • Nisa Investment Advisors's H&E Equipment Services position peaked at $2.93M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Nisa Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.