WSCM
HEES

Wellington Shields Capital Management’s H&E Equipment Services HEES Stock Holding History

Wellington Shields Capital Management’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,450
Closed -$232K – 328
2025
Q1 		$232K Buy
+2,450
New +$213K 0.04% 213
2024
Q2 		– Sell
-3,200
Closed -$205K – 314
2024
Q1 		$205K Buy
+3,200
New +$175K 0.04% 230
2020
Q2 		– Sell
-16,600
Closed -$244K – 240
2020
Q1 		$244K Hold
16,600
– – 0.05% 205
2019
Q4 		$555K Sell
16,600
-2,500
-13% -$81.1K 0.09% 166
2019
Q3 		$551K Sell
19,100
-4,600
-19% -$124K 0.09% 173
2019
Q2 		$689K Hold
23,700
– – 0.11% 149
2019
Q1 		$595K Hold
23,700
– – 0.1% 163
2018
Q4 		$484K Buy
23,700
+11,900
+101% +$292K 0.09% 176
2018
Q3 		$446K Sell
11,800
-3,600
-23% -$130K 0.07% 214
2018
Q2 		$579K Hold
15,400
– – 0.1% 188
2018
Q1 		$593K Hold
15,400
– – 0.09% 197
2017
Q4 		$626K Sell
15,400
-18,400
-54% -$630K 0.1% 194
2017
Q3 		$987K Sell
33,800
-3,000
-8% -$69.7K 0.16% 131
2017
Q2 		$751K Buy
36,800
+8,900
+32% +$187K 0.12% 164
2017
Q1 		$684K Buy
+27,900
New +$683K 0.11% 168

Other funds holding HEES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Wellington Shields Capital Management's HEES Position: Q2 2025 in Review

Wellington Shields Capital Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 2,450 shares — an estimated $232K sold.

Wellington Shields Capital Management first reported a position in HEES in Q1 2017 and held it in 15 quarters. The position peaked at $987K in Q3 2017. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • Wellington Shields Capital Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 2,450 H&E Equipment Services shares in Q2 2025, an estimated $232K.
  • Wellington Shields Capital Management first reported a position in H&E Equipment Services in Q1 2017 and held it in 15 quarters.
  • Wellington Shields Capital Management's H&E Equipment Services position peaked at $987K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Wellington Shields Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.