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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
Q3 		$77.4K Sell
8,654
-3,219
-27% -$37.9K 0.11% 361
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

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bayforest Capital's HE Position: Q3 2026 in Review

Bayforest Capital reduced its Hawaiian Electric Industries (HE) stake by 27% in Q3 2026, selling an estimated $37.9K and leaving 8,654 shares worth $77.4K. The position accounts for 0.11% of the portfolio, ranked #361.

Bayforest Capital first reported a position in HE in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.14M in Q1 2025. 216 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Bayforest Capital held 8,654 shares of Hawaiian Electric Industries worth $77.4K as of Q3 2026.
  • Bayforest Capital sold 3,219 Hawaiian Electric Industries shares in Q3 2026, an estimated $37.9K.
  • Hawaiian Electric Industries made up 0.11% of Bayforest Capital's portfolio in Q3 2026, its #361 holding.
  • Bayforest Capital first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 4 quarters since.
  • Bayforest Capital's Hawaiian Electric Industries position peaked at $1.14M in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.