Capstone Investment Advisors
HE icon

Capstone Investment Advisors’s Hawaiian Electric Industries HE Stock Holding History

Capstone Investment Advisors’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 		$300K Sell
22,136
-6,439
-23% -$91.8K ﹤0.01% 1458
2026
Q1 		$424K Buy
+28,575
New +$432K ﹤0.01% 1221
2024
Q3 		– Sell
-39,682
Closed -$358K – 2042
2024
Q2 		$358K Buy
39,682
+4,414
+13% +$45.9K ﹤0.01% 1490
2024
Q1 		$397K Buy
35,268
+18,708
+113% +$238K ﹤0.01% 1681
2023
Q4 		$235K Buy
+16,560
New +$215K ﹤0.01% 1710

Other funds holding HE

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capstone Investment Advisors's HE Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Hawaiian Electric Industries (HE) stake by 23% in Q2 2026, selling an estimated $91.8K and leaving 22,136 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Capstone Investment Advisors first reported a position in HE in Q4 2023 and has held it in 5 quarters since. The position peaked at $424K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Capstone Investment Advisors held 22,136 shares of Hawaiian Electric Industries worth $300K as of Q2 2026.
  • Capstone Investment Advisors sold 6,439 Hawaiian Electric Industries shares in Q2 2026, an estimated $91.8K.
  • Hawaiian Electric Industries made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1458 holding.
  • Capstone Investment Advisors first reported a position in Hawaiian Electric Industries in Q4 2023 and has held it in 5 quarters since.
  • Capstone Investment Advisors's Hawaiian Electric Industries position peaked at $424K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.