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Atom Investors’s Hawaiian Electric Industries HE Stock Holding History

Atom Investors’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
Q1 		– Sell
-32,559
Closed -$317K – 566
2024
Q4 		$317K Buy
32,559
+20,003
+159% +$202K 0.04% 367
2024
Q3 		$122K Buy
+12,556
New +$156K 0.01% 433
2023
Q4 		– Sell
-12,203
Closed -$150K – 496
2023
Q3 		$150K Buy
+12,203
New +$297K 0.03% 393
2019
Q2 		– Sell
-6,827
Closed -$278K – 497
2019
Q1 		$278K Buy
+6,827
New +$259K 0.02% 436

Other funds holding HE

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atom Investors's HE Position: Q1 2025 in Review

Atom Investors sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 32,559 shares — an estimated $317K sold.

Atom Investors first reported a position in HE in Q1 2019 and held it in 4 quarters. The position peaked at $317K in Q4 2024. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

  • Atom Investors reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
  • Atom Investors sold 32,559 Hawaiian Electric Industries shares in Q1 2025, an estimated $317K.
  • Atom Investors first reported a position in Hawaiian Electric Industries in Q1 2019 and held it in 4 quarters.
  • Atom Investors's Hawaiian Electric Industries position peaked at $317K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on Atom Investors's 13F filing for Q1 2025, filed 15 May 2025.