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Hawaiian Electric Industries shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Hawaiian Electric Industries (HE) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Hawaiian Electric Industries

Tip: Access up to 7 years of quarterly data

All positions including Hawaiian Electric Industries held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hawaiian Electric Industries by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.4M 223k 10.63
2025-03-31 $2.0M 179k 10.95

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Hawaiian Electric Industries

Horizon Kinetics Asset Management
Vanguard Group
BlackRock
T. Rowe Price Investment Management
State Street Corporation
UBS Group
Geode Capital Management
Charles Schwab Investment Management
Susquehanna International
Quantinno Capital Management
Franklin Resources
Dimensional Fund Advisors
Morgan Stanley
Northern Trust
Citadel Advisors

View all funds holding Hawaiian Electric Industries