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Hawaiian Electric Industries shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Hawaiian Electric Industries (HE) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Hawaiian Electric Industries

Tip: Access up to 7 years of quarterly data

All positions including Hawaiian Electric Industries held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hawaiian Electric Industries by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0k 100 10.08
2024-09-30 $1.0k 100 10.05
2024-06-30 $1.6k 100 16.02
2024-03-31 $1.0k 100 10.05
2023-12-31 $1.4k 100 13.89

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Iv Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Bondetf Etf (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Wisdomtree Us Midcap Dividend Etf Etf (DON)
Vanguard Short Term Treasury Etf Etf (VGSH)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)

View all positions for Kiely Wealth Advisory Group

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