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Ameritas Investment Partners’s Hawaiian Electric Industries HE Stock Holding History

Ameritas Investment Partners’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
2026
Q1 		$199K Sell
13,396
-1,181
-8% -$17.9K 0.01% 1265
2025
Q4 		$179K Hold
14,577
– – 0.01% 1323
2025
Q3 		$161K Sell
14,577
-3,011
-17% -$34.3K ﹤0.01% 1371
2025
Q2 		$187K Hold
17,588
– – 0.01% 1330
2025
Q1 		$193K Buy
17,588
+1,244
+8% +$12.6K 0.01% 1280
2024
Q4 		$159K Hold
16,344
– – 0.01% 1465
2024
Q3 		$158K Buy
16,344
+5,450
+50% +$67.5K 0.01% 1487
2024
Q2 		$98.3K Buy
+10,894
New +$113K ﹤0.01% 1740
2023
Q3 		– Sell
-27,363
Closed -$991K – 3111
2023
Q2 		$991K Sell
27,363
-790
-3% -$29.7K 0.04% 591
2023
Q1 		$1.08M Hold
28,153
– – 0.04% 546
2022
Q4 		$1.16M Hold
28,153
– – 0.05% 520
2022
Q3 		$975K Sell
28,153
-803
-3% -$32.3K 0.04% 525
2022
Q2 		$1.18M Hold
28,956
– – 0.05% 468
2022
Q1 		$1.23M Hold
28,956
– – 0.04% 533
2021
Q4 		$1.2M Hold
28,956
– – 0.04% 561
2021
Q3 		$1.18M Sell
28,956
-554
-2% -$23.8K 0.04% 533
2021
Q2 		$1.25M Sell
29,510
-665
-2% -$28.8K 0.04% 521
2021
Q1 		$1.34M Hold
30,175
– – 0.05% 476
2020
Q4 		$1.07M Sell
30,175
-735
-2% -$26K 0.05% 515
2020
Q3 		$1.03M Sell
30,910
-665
-2% -$23.3K 0.05% 450
2020
Q2 		$1.14M Buy
31,575
+774
+3% +$30K 0.05% 398
2020
Q1 		$1.33M Hold
30,801
– – 0.08% 280
2019
Q4 		$1.44M Hold
30,801
– – 0.06% 366
2019
Q3 		$1.41M Sell
30,801
-893
-3% -$39.7K 0.06% 361
2019
Q2 		$1.38M Sell
31,694
-305
-1% -$12.8K 0.06% 362
2019
Q1 		$1.3M Hold
31,999
– – 0.06% 398
2018
Q4 		$1.17M Sell
31,999
-545
-2% -$20.2K 0.06% 387
2018
Q3 		$1.16M Hold
32,544
– – 0.05% 478
2018
Q2 		$1.12M Hold
32,544
– – 0.05% 485
2018
Q1 		$1.12M Hold
32,544
– – 0.05% 478
2017
Q4 		$1.18M Hold
32,544
– – 0.05% 476
2017
Q3 		$1.09M Hold
32,544
– – 0.05% 486
2017
Q2 		$1.05M Buy
32,544
+488
+2% +$16.2K 0.05% 510
2017
Q1 		$1.07M Sell
32,056
-863
-3% -$28.6K 0.05% 488
2016
Q4 		$1.09M Hold
32,919
– – 0.05% 470
2016
Q3 		$983K Buy
32,919
+15,860
+93% +$487K 0.05% 489
2016
Q2 		$559K Buy
17,059
+952
+6% +$31.4K 0.04% 540
2016
Q1 		$522K Hold
16,107
– – 0.03% 552
2015
Q4 		$466K Hold
16,107
– – 0.03% 592
2015
Q3 		$462K Hold
16,107
– – 0.03% 573
2015
Q2 		$479K Buy
16,107
+667
+4% +$20.7K 0.03% 611
2015
Q1 		$496K Buy
15,440
+328
+2% +$10.9K 0.03% 608
2014
Q4 		$506K Hold
15,112
– – 0.03% 583
2014
Q3 		$401K Hold
15,112
– – 0.03% 670
2014
Q2 		$383K Sell
15,112
-600
-4% -$14.6K 0.03% 723
2014
Q1 		$399K Hold
15,712
– – 0.03% 670
2013
Q4 		$409K Hold
15,712
– – 0.03% 669
2013
Q3 		$394K Buy
+15,712
New +$404K 0.04% 611

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Investment Partners's HE Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Hawaiian Electric Industries (HE) stake by 8.1% in Q1 2026, selling an estimated $17.9K and leaving 13,396 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #1265.

Ameritas Investment Partners first reported a position in HE in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.44M in Q4 2019. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Ameritas Investment Partners held 13,396 shares of Hawaiian Electric Industries worth $199K as of Q1 2026.
  • Ameritas Investment Partners sold 1,181 Hawaiian Electric Industries shares in Q1 2026, an estimated $17.9K.
  • Hawaiian Electric Industries made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1265 holding.
  • Ameritas Investment Partners first reported a position in Hawaiian Electric Industries in Q3 2013 and has held it in 48 quarters since.
  • Ameritas Investment Partners's Hawaiian Electric Industries position peaked at $1.44M in Q4 2019.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.