BIA
HE icon

Bell Investment Advisors’s Hawaiian Electric Industries HE Stock Holding History

Bell Investment 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
Q4 		– Sell
-93
Closed -$1.03K – 1857
2025
Q3 		$1.03K Hold
93
– – ﹤0.01% 1550
2025
Q2 		$989 Buy
93
+78
+520% +$814 ﹤0.01% 1589
2025
Q1 		$165 Hold
15
– – ﹤0.01% 1874
2024
Q4 		$146 Sell
15
-75
-83% -$758 ﹤0.01% 1883
2024
Q3 		$872 Hold
90
– – ﹤0.01% 1634
2024
Q2 		$812 Sell
90
-114
-56% -$1.19K ﹤0.01% 1665
2024
Q1 		$2.3K Sell
204
-38
-16% -$483 ﹤0.01% 1296
2023
Q4 		$3.43K Sell
242
-2
-0.8% -$26 ﹤0.01% 1083
2023
Q3 		$3K Buy
244
+7
+3% +$170 ﹤0.01% 1081
2023
Q2 		$8.58K Buy
237
+93
+65% +$3.5K ﹤0.01% 573
2023
Q1 		$5.53K Buy
144
+43
+43% +$1.74K ﹤0.01% 732
2022
Q4 		$4.23K Buy
101
+71
+237% +$2.74K ﹤0.01% 895
2022
Q3 		$1K Sell
30
-12
-29% -$483 ﹤0.01% 1430
2022
Q2 		$2K Buy
+42
New +$1.77K ﹤0.01% 1154
2021
Q4 		$3K Buy
63
+3
+5% +$122 ﹤0.01% 976
2021
Q3 		$2K Buy
+60
New +$2.58K ﹤0.01% 1076

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bell Investment Advisors's HE Position: Q4 2025 in Review

Bell Investment Advisors sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 93 shares — an estimated $1.03K sold.

Bell Investment Advisors first reported a position in HE in Q3 2021 and held it in 16 quarters. The position peaked at $8.58K in Q2 2023. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

  • Bell Investment Advisors reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 93 Hawaiian Electric Industries shares in Q4 2025, an estimated $1.03K.
  • Bell Investment Advisors first reported a position in Hawaiian Electric Industries in Q3 2021 and held it in 16 quarters.
  • Bell Investment Advisors's Hawaiian Electric Industries position peaked at $8.58K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.