Sutton Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-7	Closed	-$293	–	1127
2022 Q4	$293	Buy	+7	New	+$270	﹤0.01%	1566
2022 Q3	–	Sell	-16	Closed	-$644	–	1678
2022 Q2	$654	Hold	16	–	–	﹤0.01%	1398
2022 Q1	$677	Hold	16	–	–	﹤0.01%	1435
2021 Q4	$664	Buy	+16	New	+$649	﹤0.01%	1437
2020 Q2	–	Sell	-81	Closed	-$3.49K	–	1244
2020 Q1	$3.49K	Buy	+81	New	+$3.75K	﹤0.01%	933
2018 Q3	–	Sell	-827	Closed	-$28.4K	–	1143
2018 Q2	$28.4K	Hold	827	–	–	0.02%	456
2018 Q1	$28.4K	Hold	827	–	–	0.02%	435
2017 Q4	$29.9K	Hold	827	–	–	0.02%	412
2017 Q3	$27.6K	Hold	827	–	–	0.02%	432
2017 Q2	$26.8K	Hold	827	–	–	0.02%	434
2017 Q1	$27.5K	Hold	827	–	–	0.02%	394
2016 Q4	$27.3K	Hold	827	–	–	0.02%	395
2016 Q3	$24.7K	Hold	827	–	–	0.02%	403
2016 Q2	$27.1K	Hold	827	–	–	0.03%	364
2016 Q1	$26.8K	Buy	+827	New	+$24.8K	0.03%	360

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sutton Wealth Advisors's HE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Hawaiian Electric Industries (HE) in Q1 2023, closing a stake of 7 shares — an estimated $293 sold.

Sutton Wealth Advisors first reported a position in HE in Q1 2016 and held it in 15 quarters. The position peaked at $29.9K in Q4 2017. 328 funds tracked by Wall St. Rank hold HE as of Q1 2023.

Sutton Wealth Advisors reported no remaining Hawaiian Electric Industries position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 7 Hawaiian Electric Industries shares in Q1 2023, an estimated $293.
Sutton Wealth Advisors first reported a position in Hawaiian Electric Industries in Q1 2016 and held it in 15 quarters.
Sutton Wealth Advisors's Hawaiian Electric Industries position peaked at $29.9K in Q4 2017.
328 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.