Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Hawaiian Electric Industries HE Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$676K	Buy	49,823 +1,523	+3%	+$21.7K	﹤0.01%	2408
2026 Q1	$739K	Buy	48,300 +15,308	+46%	+$231K	﹤0.01%	2026
2025 Q4	$453K	Buy	32,992 +2,560	+8%	+$29.7K	﹤0.01%	2556
2025 Q3	$344K	Buy	+30,432	New	+$347K	﹤0.01%	2661
2024 Q4	–	Sell	-10,427	Closed	-$101K	–	3024
2024 Q3	$101K	Sell	10,427 -5,593	-35%	-$69.3K	﹤0.01%	2557
2024 Q2	$145K	Buy	+16,020	New	+$166K	﹤0.01%	2354
2024 Q1	–	Sell	-12,838	Closed	-$182K	–	2524
2023 Q4	$182K	Buy	12,838 +1,780	+16%	+$23.1K	﹤0.01%	2103
2023 Q3	$136K	Buy	+11,058	New	+$269K	﹤0.01%	2062
2017 Q1	–	Sell	-23,241	Closed	-$768K	–	156
2016 Q4	$768K	Buy	+23,241	New	+$709K	0.09%	108

Other funds holding HE

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return