Prime Capital Investment Advisors
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Prime Capital Investment Advisors’s Hawaiian Electric Industries HE Stock Holding History

Prime Capital Investment 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
2024
Q3 		– Sell
-10,869
Closed -$98K – 945
2024
Q2 		$98K Buy
+10,869
New +$113K ﹤0.01% 887

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ghisallo Capital Management
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Prime Capital Investment Advisors's HE Position: Q3 2024 in Review

Prime Capital Investment Advisors sold out of Hawaiian Electric Industries (HE) in Q3 2024, closing a stake of 10,869 shares — an estimated $98K sold.

Prime Capital Investment Advisors first reported a position in HE in Q2 2024 and held it in 1 quarter. The position peaked at $98K in Q2 2024. 291 funds tracked by Wall St. Rank hold HE as of Q3 2024.

  • Prime Capital Investment Advisors reported no remaining Hawaiian Electric Industries position as of Q3 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 10,869 Hawaiian Electric Industries shares in Q3 2024, an estimated $98K.
  • Prime Capital Investment Advisors first reported a position in Hawaiian Electric Industries in Q2 2024 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Hawaiian Electric Industries position peaked at $98K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.