Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Hawaiian Electric Industries HE Stock Holding History

Capital Fund Management (CFM)’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
-55,182
Closed -$604K – 2539
2025
Q1 		$604K Sell
55,182
-21,821
-28% -$220K 0.01% 1805
2024
Q4 		$749K Buy
+77,003
New +$779K 0.01% 1831
2024
Q3 		– Sell
-437,587
Closed -$3.95M – 2173
2024
Q2 		$3.95M Buy
437,587
+116,082
+36% +$1.21M 0.04% 1071
2024
Q1 		$3.62M Sell
321,505
-14,413
-4% -$183K 0.04% 1192
2023
Q4 		$4.77M Buy
335,918
+64,274
+24% +$836K 0.06% 1112
2023
Q3 		$3.34M Buy
+271,644
New +$6.61M 0.05% 1141

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State Street
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Geode Capital Management
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ZP
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Charles Schwab
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return