PWMG
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Private Wealth Management Group’s Hawaiian Electric Industries HE Stock Holding History

Private Wealth Management Group’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 		$832 Hold
56
– – ﹤0.01% 1284
2025
Q4 		$689 Hold
56
– – ﹤0.01% 1341
2025
Q3 		$619 Hold
56
– – ﹤0.01% 1399
2025
Q2 		$596 Hold
56
– – ﹤0.01% 1392
2025
Q1 		$614 Hold
56
– – ﹤0.01% 1358
2024
Q4 		$545 Buy
+56
New +$566 ﹤0.01% 1434
2024
Q2 		– Sell
-645
Closed -$7.27K – 1554
2024
Q1 		$7.27K Hold
645
– – ﹤0.01% 501
2023
Q4 		$9.15K Buy
+645
New +$8.39K ﹤0.01% 427

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HKAM
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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