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Bayforest Capital’s Hawaiian Electric Industries HE Stock Holding History

Bayforest Capital’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
Q2 		$161K Buy
+11,873
New +$169K 0.15% 242
2025
Q2 		– Sell
-104,303
Closed -$1.14M – 821
2025
Q1 		$1.14M Buy
104,303
+80,350
+335% +$812K 0.5% 22
2024
Q4 		$233K Buy
+23,953
New +$242K 0.29% 92

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bayforest Capital's HE Position: Q2 2026 in Review

Bayforest Capital opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 11,873 shares worth $161K. The stake represents 0.15% of the portfolio and ranks #242 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in HE as recently as Q1 2025.

Bayforest Capital first reported a position in HE in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.14M in Q1 2025. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Bayforest Capital held 11,873 shares of Hawaiian Electric Industries worth $161K as of Q2 2026.
  • Hawaiian Electric Industries was a new Bayforest Capital position in Q2 2026.
  • Hawaiian Electric Industries made up 0.15% of Bayforest Capital's portfolio in Q2 2026, its #242 holding.
  • Bayforest Capital first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 3 quarters since.
  • Bayforest Capital's Hawaiian Electric Industries position peaked at $1.14M in Q1 2025.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.