Principal Financial Group’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.1M | Buy |
1,290,105
+467,312
| +57% | +$7.07M | 0.01% | 956 |
|
|
2025
Q4 | $10.1M | Buy |
822,793
+810,625
| +6,662% | +$9.39M | 0.01% | 1311 |
|
|
2025
Q3 | $134K | Buy |
12,168
+324
| +3% | +$3.69K | ﹤0.01% | 2187 |
|
|
2025
Q2 | $126K | Buy |
11,844
+321
| +3% | +$3.35K | ﹤0.01% | 2156 |
|
|
2025
Q1 | $126K | Buy |
+11,523
| New | +$116K | ﹤0.01% | 2086 |
|
|
2024
Q4 | – | Sell |
-11,556
| Closed | -$112K | – | 2225 |
|
|
2024
Q3 | $112K | Buy |
11,556
+654
| +6% | +$8.1K | ﹤0.01% | 2143 |
|
|
2024
Q2 | $98.3K | Buy |
+10,902
| New | +$113K | ﹤0.01% | 2220 |
|
|
2023
Q3 | – | Sell |
-436,936
| Closed | -$15.8M | – | 2450 |
|
|
2023
Q2 | $15.8M | Sell |
436,936
-27,026
| -6% | -$1.02M | 0.01% | 992 |
|
|
2023
Q1 | $17.8M | Buy |
463,962
+4,877
| +1% | +$198K | 0.01% | 913 |
|
|
2022
Q4 | $19.2M | Buy |
459,085
+2,513
| +0.6% | +$97K | 0.01% | 849 |
|
|
2022
Q3 | $15.8M | Sell |
456,572
-1,495
| -0.3% | -$60.2K | 0.01% | 922 |
|
|
2022
Q2 | $18.7M | Buy |
458,067
+86,659
| +23% | +$3.64M | 0.01% | 861 |
|
|
2022
Q1 | $15.7M | Buy |
371,408
+114
| +0% | +$4.75K | 0.01% | 1081 |
|
|
2021
Q4 | $15.4M | Sell |
371,294
-154,678
| -29% | -$6.28M | 0.01% | 1134 |
|
|
2021
Q3 | $21.5M | Sell |
525,972
-2,986
| -0.6% | -$128K | 0.01% | 892 |
|
|
2021
Q2 | $22.4M | Buy |
528,958
+153,712
| +41% | +$6.66M | 0.01% | 886 |
|
|
2021
Q1 | $16.7M | Buy |
375,246
+52,041
| +16% | +$1.91M | 0.01% | 1070 |
|
|
2020
Q4 | $11.4M | Sell |
323,205
-1,033
| -0.3% | -$36.5K | 0.01% | 1151 |
|
|
2020
Q3 | $10.8M | Sell |
324,238
-11,370
| -3% | -$399K | 0.01% | 1026 |
|
|
2020
Q2 | $12.1M | Buy |
335,608
+446
| +0.1% | +$17.3K | 0.01% | 943 |
|
|
2020
Q1 | $14.4M | Sell |
335,162
-138,066
| -29% | -$6.38M | 0.02% | 691 |
|
|
2019
Q4 | $22.2M | Sell |
473,228
-111
| -0% | -$4.97K | 0.02% | 731 |
|
|
2019
Q3 | $21.6M | Sell |
473,339
-8,431
| -2% | -$375K | 0.02% | 704 |
|
|
2019
Q2 | $21M | Sell |
481,770
-325
| -0.1% | -$13.6K | 0.02% | 729 |
|
|
2019
Q1 | $19.7M | Buy |
482,095
+4,966
| +1% | +$189K | 0.02% | 794 |
|
|
2018
Q4 | $17.5M | Sell |
477,129
-9,128
| -2% | -$339K | 0.02% | 795 |
|
|
2018
Q3 | $17.3M | Buy |
486,257
+5,705
| +1% | +$201K | 0.02% | 958 |
|
|
2018
Q2 | $16.5M | Buy |
480,552
+5,791
| +1% | +$197K | 0.02% | 949 |
|
|
2018
Q1 | $16.3M | Buy |
474,761
+12,053
| +3% | +$407K | 0.02% | 928 |
|
|
2017
Q4 | $16.7M | Sell |
462,708
-255
| -0.1% | -$9.23K | 0.02% | 945 |
|
|
2017
Q3 | $15.4M | Buy |
462,963
+2,983
| +0.6% | +$98.7K | 0.02% | 973 |
|
|
2017
Q2 | $14.9M | Sell |
459,980
-56,286
| -11% | -$1.87M | 0.01% | 970 |
|
|
2017
Q1 | $17.2M | Buy |
516,266
+15,262
| +3% | +$506K | 0.02% | 823 |
|
|
2016
Q4 | $16.6M | Buy |
501,004
+77,482
| +18% | +$2.36M | 0.02% | 825 |
|
|
2016
Q3 | $12.6M | Buy |
423,522
+16,978
| +4% | +$522K | 0.02% | 959 |
|
|
2016
Q2 | $13.3M | Buy |
406,544
+47,511
| +13% | +$1.57M | 0.02% | 856 |
|
|
2016
Q1 | $11.6M | Buy |
359,033
+20,141
| +6% | +$603K | 0.02% | 897 |
|
|
2015
Q4 | $9.81M | Buy |
338,892
+3,342
| +1% | +$96.4K | 0.01% | 966 |
|
|
2015
Q3 | $9.63M | Buy |
335,550
+1,428
| +0.4% | +$41.9K | 0.02% | 950 |
|
|
2015
Q2 | $9.93M | Buy |
334,122
+49,050
| +17% | +$1.52M | 0.01% | 995 |
|
|
2015
Q1 | $9.16M | Buy |
285,072
+21,840
| +8% | +$728K | 0.01% | 1043 |
|
|
2014
Q4 | $8.81M | Buy |
263,232
+5,983
| +2% | +$174K | 0.01% | 1054 |
|
|
2014
Q3 | $6.83M | Buy |
257,249
+14,514
| +6% | +$360K | 0.01% | 1161 |
|
|
2014
Q2 | $6.15M | Buy |
242,735
+2,110
| +0.9% | +$51.4K | 0.01% | 1261 |
|
|
2014
Q1 | $6.12M | Buy |
240,625
+16,536
| +7% | +$423K | 0.01% | 1237 |
|
|
2013
Q4 | $5.84M | Buy |
224,089
+4,019
| +2% | +$104K | 0.01% | 1255 |
|
|
2013
Q3 | $5.52M | Buy |
220,070
+8,973
| +4% | +$231K | 0.01% | 1208 |
|
|
2013
Q2 | $5.34M | Buy |
+211,097
| New | +$5.62M | 0.01% | 1153 |
|
Other funds holding HE
HKAM
VPM
VCM
QCM
