Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Hawaiian Electric Industries HE Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 		– Sell
-197
Closed -$2.42K – 392
2025
Q4 		$2.42K Buy
197
+85
+76% +$985 ﹤0.01% 310
2025
Q3 		$1.24K Buy
+112
New +$1.28K ﹤0.01% 329

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's HE Position: Q1 2026 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 197 shares — an estimated $2.42K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in HE in Q3 2025 and held it in 2 quarters. The position peaked at $2.42K in Q4 2025. 342 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 197 Hawaiian Electric Industries shares in Q1 2026, an estimated $2.42K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Hawaiian Electric Industries in Q3 2025 and held it in 2 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Hawaiian Electric Industries position peaked at $2.42K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2026, filed 13 May 2026.