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Apollon Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Apollon Wealth Management’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
Q3 		– Sell
-14,942
Closed -$159K – 1343
2025
Q2 		$159K Buy
14,942
+19
+0.1% +$198 ﹤0.01% 1196
2025
Q1 		$163K Buy
14,923
+4,871
+48% +$49.2K ﹤0.01% 1119
2024
Q4 		$97.8K Buy
+10,052
New +$102K ﹤0.01% 1138

Other funds holding HE

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Apollon Wealth Management's HE Position: Q3 2025 in Review

Apollon Wealth Management sold out of Hawaiian Electric Industries (HE) in Q3 2025, closing a stake of 14,942 shares — an estimated $159K sold.

Apollon Wealth Management first reported a position in HE in Q4 2024 and held it in 3 quarters. The position peaked at $163K in Q1 2025. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

  • Apollon Wealth Management reported no remaining Hawaiian Electric Industries position as of Q3 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 14,942 Hawaiian Electric Industries shares in Q3 2025, an estimated $159K.
  • Apollon Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2024 and held it in 3 quarters.
  • Apollon Wealth Management's Hawaiian Electric Industries position peaked at $163K in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

Based on Apollon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.