Campbell & Co Investment Adviser’s Hawaiian Electric Industries HE Stock Holding History

Campbell & Co Investment Adviser’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	-26,908	Closed	-$295K	–	1262
2025 Q1	$295K	Buy	+26,908	New	+$272K	0.02%	851
2024 Q3	–	Sell	-29,669	Closed	-$268K	–	1193
2024 Q2	$268K	Buy	29,669 +4,596	+18%	+$47.8K	0.02%	869
2024 Q1	$283K	Sell	25,073 -20,258	-45%	-$258K	0.02%	927
2023 Q4	$643K	Buy	+45,331	New	+$589K	0.06%	589
2022 Q2	–	Sell	-4,972	Closed	-$210K	–	772
2022 Q1	$210K	Buy	+4,972	New	+$207K	0.06%	614

Other funds holding HE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Campbell & Co Investment Adviser's HE Position: Q2 2025 in Review

Campbell & Co Investment Adviser sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 26,908 shares — an estimated $295K sold.

Campbell & Co Investment Adviser first reported a position in HE in Q1 2022 and held it in 5 quarters. The position peaked at $643K in Q4 2023. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

Campbell & Co Investment Adviser reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
Campbell & Co Investment Adviser sold 26,908 Hawaiian Electric Industries shares in Q2 2025, an estimated $295K.
Campbell & Co Investment Adviser first reported a position in Hawaiian Electric Industries in Q1 2022 and held it in 5 quarters.
Campbell & Co Investment Adviser's Hawaiian Electric Industries position peaked at $643K in Q4 2023.
276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2025, filed 7 Aug 2025.