Ameritas Advisory Services’s Hawaiian Electric Industries HE Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-2,249	Closed	-$24.8K	–	1444
2025 Q3	$24.8K	Sell	2,249 -2,205	-50%	-$25.1K	﹤0.01%	1368
2025 Q2	$47.3K	Buy	+4,454	New	+$46.5K	﹤0.01%	1336
2023 Q2	–	Sell	-7,797	Closed	-$303K	–	1406
2023 Q1	$303K	Sell	7,797 -6,602	-46%	-$268K	0.02%	640
2022 Q4	$603K	Buy	14,399 +4,090	+40%	+$158K	0.03%	484
2022 Q3	$357K	Sell	10,309 -191	-2%	-$7.69K	0.02%	527
2022 Q2	$429K	Hold	10,500	–	–	0.02%	499
2022 Q1	$444K	Buy	10,500 +200	+2%	+$8.33K	0.02%	534
2021 Q4	$427K	Buy	+10,300	New	+$418K	0.02%	539

Other funds holding HE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Advisory Services's HE Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 2,249 shares — an estimated $24.8K sold.

Ameritas Advisory Services first reported a position in HE in Q4 2021 and held it in 8 quarters. The position peaked at $603K in Q4 2022. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

Ameritas Advisory Services reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,249 Hawaiian Electric Industries shares in Q4 2025, an estimated $24.8K.
Ameritas Advisory Services first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's Hawaiian Electric Industries position peaked at $603K in Q4 2022.
321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.