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Beacon Pointe Advisors’s Hawaiian Electric Industries HE Stock Holding History

Beacon Pointe Advisors’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
Q2 		– Sell
-12,930
Closed -$142K – 1267
2025
Q1 		$142K Sell
12,930
-967
-7% -$9.77K ﹤0.01% 1174
2024
Q4 		$135K Sell
13,897
-1,325
-9% -$13.4K ﹤0.01% 1171
2024
Q3 		$147K Sell
15,222
-1,625
-10% -$20.1K ﹤0.01% 1180
2024
Q2 		$152K Buy
16,847
+249
+2% +$2.59K ﹤0.01% 1208
2024
Q1 		$187K Sell
16,598
-1,242
-7% -$15.8K ﹤0.01% 1278
2023
Q4 		$253K Sell
17,840
-23,443
-57% -$305K ﹤0.01% 1130
2023
Q3 		$508K Buy
+41,283
New +$1M 0.01% 866
2023
Q2 		– Sell
-43,990
Closed -$1.69M – 1126
2023
Q1 		$1.69M Buy
+43,990
New +$1.78M 0.03% 430

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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
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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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

Beacon Pointe Advisors's HE Position: Q2 2025 in Review

Beacon Pointe Advisors sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 12,930 shares — an estimated $142K sold.

Beacon Pointe Advisors first reported a position in HE in Q1 2023 and held it in 8 quarters. The position peaked at $1.69M in Q1 2023. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • Beacon Pointe Advisors reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 12,930 Hawaiian Electric Industries shares in Q2 2025, an estimated $142K.
  • Beacon Pointe Advisors first reported a position in Hawaiian Electric Industries in Q1 2023 and held it in 8 quarters.
  • Beacon Pointe Advisors's Hawaiian Electric Industries position peaked at $1.69M in Q1 2023.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Beacon Pointe Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.