Alaska Permanent Fund’s Hawaiian Electric Industries HE Stock Holding History

Alaska Permanent Fund’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
2025 Q2	–	Sell	-231,977	Closed	-$2.44M	–	191
2025 Q1	$2.44M	Hold	231,977	–	–	0.03%	237
2024 Q4	$2.26M	Hold	231,977	–	–	0.03%	272
2024 Q3	$2.25M	Hold	231,977	–	–	0.03%	286
2024 Q2	$3.84M	Buy	231,977 +94,571	+69%	+$983K	0.06%	126
2024 Q1	$1.55M	Buy	137,406 +82,442	+150%	+$1.05M	0.02%	334
2023 Q4	$780K	Sell	54,964 -49,935	-48%	-$649K	0.01%	364
2023 Q3	$1.29M	Sell	104,899 -227,778	-68%	-$5.54M	0.02%	330
2023 Q2	$12M	Buy	+332,677	New	+$12.5M	0.24%	53
2022 Q4	$8.39M	Buy	200,409 +7,920	+4%	+$306K	0.14%	55
2022 Q3	$6.67M	Buy	192,489 +39,316	+26%	+$1.58M	0.12%	57
2022 Q2	$6.26M	Buy	153,173 +153,052	+126,489%	+$6.44M	0.09%	57
2022 Q1	$5K	Buy	121 +1	+0.8%	+$42	﹤0.01%	330
2021 Q4	$5K	Buy	+120	New	+$4.87K	﹤0.01%	327

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Alaska Permanent Fund's HE Position: Q2 2025 in Review

Alaska Permanent Fund sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 231,977 shares — an estimated $2.44M sold.

Alaska Permanent Fund first reported a position in HE in Q4 2021 and held it in 13 quarters. The position peaked at $12M in Q2 2023. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

Alaska Permanent Fund reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 231,977 Hawaiian Electric Industries shares in Q2 2025, an estimated $2.44M.
Alaska Permanent Fund first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 13 quarters.
Alaska Permanent Fund's Hawaiian Electric Industries position peaked at $12M in Q2 2023.
276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.