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	–	2410
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	–	2043
2024 Q2	$3.95M	Buy	437,587 +116,082	+36%	+$1.21M	0.01%	1071
2024 Q1	$3.62M	Sell	321,505 -14,413	-4%	-$183K	0.01%	1192
2023 Q4	$4.77M	Buy	335,918 +64,274	+24%	+$836K	0.01%	1112
2023 Q3	$3.34M	Buy	+271,644	New	+$6.61M	0.01%	1141

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Fund Management (CFM)'s HE Position: Q2 2025 in Review

Capital Fund Management (CFM) sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 55,182 shares — an estimated $604K sold.

Capital Fund Management (CFM) first reported a position in HE in Q3 2023 and held it in 6 quarters. The position peaked at $4.77M in Q4 2023. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

Capital Fund Management (CFM) reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
Capital Fund Management (CFM) sold 55,182 Hawaiian Electric Industries shares in Q2 2025, an estimated $604K.
Capital Fund Management (CFM) first reported a position in Hawaiian Electric Industries in Q3 2023 and held it in 6 quarters.
Capital Fund Management (CFM)'s Hawaiian Electric Industries position peaked at $4.77M in Q4 2023.
276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2025, filed 13 Aug 2025.