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PFG Investments’s Hawaiian Electric Industries HE Stock Holding History

PFG Investments’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
2024
Q4 		– Sell
-17,122
Closed -$166K – 1045
2024
Q3 		$166K Buy
+17,122
New +$212K 0.01% 914
2023
Q4 		– Sell
-12,046
Closed -$148K – 507
2023
Q3 		$148K Sell
12,046
-14,786
-55% -$360K 0.03% 472
2023
Q2 		$971K Sell
26,832
-1,874
-7% -$70.5K 0.17% 130
2023
Q1 		$1.1M Buy
+28,706
New +$1.16M 0.22% 97

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFG Investments's HE Position: Q4 2024 in Review

PFG Investments sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 17,122 shares — an estimated $166K sold.

PFG Investments first reported a position in HE in Q1 2023 and held it in 4 quarters. The position peaked at $1.1M in Q1 2023. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • PFG Investments reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
  • PFG Investments sold 17,122 Hawaiian Electric Industries shares in Q4 2024, an estimated $166K.
  • PFG Investments first reported a position in Hawaiian Electric Industries in Q1 2023 and held it in 4 quarters.
  • PFG Investments's Hawaiian Electric Industries position peaked at $1.1M in Q1 2023.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on PFG Investments's 13F filing for Q4 2024, filed 22 Jan 2025.