Bridgewater Associates’s Hawaiian Electric Industries HE Stock Holding History

Bridgewater Associates’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	$1.16M	Buy	85,706 +59,145	+223%	+$843K	﹤0.01%	813
2026 Q1	$394K	Buy	+26,561	New	+$402K	﹤0.01%	917
2023 Q1	–	Sell	-25,250	Closed	-$1.06M	–	795
2022 Q4	$1.06M	Buy	25,250 +8,067	+47%	+$311K	0.01%	638
2022 Q3	$596K	Sell	17,183 -2,121	-11%	-$85.4K	﹤0.01%	764
2022 Q2	$790K	Buy	19,304 +5,864	+44%	+$247K	﹤0.01%	833
2022 Q1	$569K	Buy	13,440 +7,430	+124%	+$309K	﹤0.01%	872
2021 Q4	$249K	Buy	+6,010	New	+$244K	﹤0.01%	708

Other funds holding HE

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Bridgewater Associates's HE Position: Q2 2026 in Review

Bridgewater Associates increased its Hawaiian Electric Industries (HE) stake by 223% in Q2 2026, buying an estimated $843K and bringing the position to 85,706 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Bridgewater Associates first reported a position in HE in Q4 2021 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Bridgewater Associates held 85,706 shares of Hawaiian Electric Industries worth $1.16M as of Q2 2026.
Bridgewater Associates bought 59,145 Hawaiian Electric Industries shares in Q2 2026, an estimated $843K.
Hawaiian Electric Industries made up ﹤0.01% of Bridgewater Associates's portfolio in Q2 2026, its #813 holding.
Bridgewater Associates first reported a position in Hawaiian Electric Industries in Q4 2021 and has held it in 7 quarters since.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.