Steward Partners Investment Advisory, LLC Hawaiian Electric Industries Inc Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Hawaiian Electric Industries Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 150 shares of HE stock, worth $1,591. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150

Holding current value

$1,591

% of portfolio

0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$7.74 - $17.51 $1,161 - $2,626	150 New	150 $1,000
Q1 2024 May 15, 2024	SELL	$10.86 - $15.4 $2,172 - $3,080	-200 Reduced 20.51%	775 $8,000
Q4 2023 Feb 12, 2024	BUY	$11.45 - $14.37 $8,873 - $11,136	775 Added 387.5%	975 $13,000
Q3 2023 Nov 13, 2023	BUY	$9.66 - $39.71 $1,932 - $7,942	200 New	200 $2,000
Q2 2022 Aug 04, 2022	SELL	$38.41 - $44.46 $7,297 - $8,447	-190 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$41.75 - $45.35 $116,900 - $126,980	-2,800 Reduced 93.65%	190 $8,000
Q1 2021 May 14, 2021	BUY	$33.06 - $44.69 $92,237 - $124,685	2,790 Added 1395.0%	2,990 $132,000
Q3 2020 Oct 30, 2020	SELL	$32.44 - $37.47 $6,812 - $7,868	-210 Reduced 51.22%	200 $7,000
Q3 2019 Oct 30, 2019	SELL	$43.32 - $45.61 $1,083 - $1,140	-25 Reduced 5.75%	410 $18,000
Q2 2019 Jul 25, 2019	BUY	$40.48 - $43.93 $17,608 - $19,109	435 New	435 $18,000
Q4 2018 Jan 15, 2019	SELL	$35.16 - $39.16 $15,294 - $17,034	-435 Closed	0 $0
Q1 2018 Apr 20, 2018	SELL	$31.73 - $35.57 $634 - $711	-20 Reduced 4.4%	435 $14,000
Q4 2017 Jan 19, 2018	BUY	$33.64 - $38.35 $15,306 - $17,449	455	455 $16,000

Others Institutions Holding HE

# of Institutions

335

Shares Held

109M

Call Options Held

2.31M

Put Options Held

2.82M

View Full List

About HAWAIIAN ELECTRIC INDUSTRIES INC

Ticker HE
Exchange NYSE
Sector Utilities
Industry Utilities—Diversified
Shares Outstandng 109,469,000
Market Cap $1.16B
Description
Hawaiian Electric Industries, Inc., together with its subsidiaries, engages in the electric utility, banking, and renewable/sustainable infrastructure investment businesses in the state of Hawaii. It operates in three segments: Electric Utility, Bank, and Other. The Electric Utility segment engages in the production, purchase, transmission, dist...

More about HE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

Steward Partners Investment Advisory, LLC Hawaiian Electric Industries Inc Transaction History