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Regal Wealth Group’s Hawaiian Electric Industries HE Stock Holding History

Regal Wealth 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
2021
Q2 		– Sell
-1,875
Closed -$83K – 137
2021
Q1 		$83K Buy
1,875
+17
+0.9% +$623 0.05% 70
2020
Q4 		$66K Buy
1,858
+16
+0.9% +$566 0.04% 79
2020
Q3 		$61K Buy
1,842
+19
+1% +$666 0.05% 74
2020
Q2 		$66K Buy
1,823
+773
+74% +$30K 0.05% 70
2020
Q1 		$45K Buy
1,050
+7
+0.7% +$324 0.04% 76
2019
Q4 		$49K Buy
1,043
+8
+0.8% +$358 0.03% 84
2019
Q3 		$47K Buy
1,035
+7
+0.7% +$311 0.03% 78
2019
Q2 		$45K Buy
1,028
+8
+0.8% +$335 0.03% 78
2019
Q1 		$42K Buy
1,020
+8
+0.8% +$304 0.03% 80
2018
Q4 		$37K Buy
1,012
+8
+0.8% +$297 0.03% 77
2018
Q3 		$36K Buy
1,004
+8
+0.8% +$281 0.02% 81
2018
Q2 		$34K Buy
996
+10
+1% +$340 0.04% 86
2018
Q1 		$34K Buy
986
+9
+0.9% +$304 0.03% 84
2017
Q4 		$35K Buy
977
+8
+0.8% +$290 0.02% 83
2017
Q3 		$32K Buy
969
+9
+0.9% +$298 0.02% 82
2017
Q2 		$31K Buy
960
+8
+0.8% +$266 0.02% 81
2017
Q1 		$32K Buy
952
+9
+1% +$299 0.02% 78
2016
Q4 		$31K Buy
943
+9
+1% +$274 0.03% 77
2016
Q3 		$28K Buy
934
+10
+1% +$307 0.03% 82
2016
Q2 		$30K Buy
924
+8
+0.9% +$264 0.03% 75
2016
Q1 		$30K Buy
916
+9
+1% +$270 0.03% 74
2015
Q4 		$26K Buy
+907
New +$26.1K 0.03% 81

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Regal Wealth Group's HE Position: Q2 2021 in Review

Regal Wealth Group sold out of Hawaiian Electric Industries (HE) in Q2 2021, closing a stake of 1,875 shares — an estimated $83K sold.

Regal Wealth Group first reported a position in HE in Q4 2015 and held it in 22 quarters. The position peaked at $83K in Q1 2021. 298 funds tracked by Wall St. Rank hold HE as of Q2 2021.

  • Regal Wealth Group reported no remaining Hawaiian Electric Industries position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 1,875 Hawaiian Electric Industries shares in Q2 2021, an estimated $83K.
  • Regal Wealth Group first reported a position in Hawaiian Electric Industries in Q4 2015 and held it in 22 quarters.
  • Regal Wealth Group's Hawaiian Electric Industries position peaked at $83K in Q1 2021.
  • 298 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.