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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return