CIBC Private Wealth Group’s Hawaiian Electric Industries HE Stock Holding History

CIBC Private Wealth Group’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 Q4	$24.4K	Buy	1,982 +34	+2%	+$394	﹤0.01%	2098
2025 Q3	$21.5K	Buy	1,948 +7	+0.4%	+$80	﹤0.01%	2129
2025 Q2	$20.6K	Sell	1,941 -452	-19%	-$4.71K	﹤0.01%	2007
2025 Q1	$22.4K	Buy	2,393 +452	+23%	+$4.57K	﹤0.01%	1954
2024 Q4	$17.3K	Hold	1,941	–	–	﹤0.01%	2114
2024 Q3	$18.8K	Hold	1,941	–	–	﹤0.01%	2184
2024 Q2	$15K	Buy	1,941 +217	+13%	+$2.25K	﹤0.01%	2142
2024 Q1	$19.1K	Buy	+1,724	New	+$21.9K	﹤0.01%	2065
2018 Q3	–	Sell	-400	Closed	-$14K	–	1274
2018 Q2	$14K	Buy	+400	New	+$13.6K	﹤0.01%	1486
2018 Q1	–	Sell	-4,008	Closed	-$145K	–	2000
2017 Q4	$145K	Buy	+4,008	New	+$145K	﹤0.01%	972

Other funds holding HE

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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

CIBC Private Wealth Group's HE Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Hawaiian Electric Industries (HE) stake by 1.7% in Q4 2025, buying an estimated $394 and bringing the position to 1,982 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

CIBC Private Wealth Group first reported a position in HE in Q4 2017 and has held it in 10 quarters since. The position peaked at $145K in Q4 2017. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

CIBC Private Wealth Group held 1,982 shares of Hawaiian Electric Industries worth $24.4K as of Q4 2025.
CIBC Private Wealth Group bought 34 Hawaiian Electric Industries shares in Q4 2025, an estimated $394.
Hawaiian Electric Industries made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2098 holding.
CIBC Private Wealth Group first reported a position in Hawaiian Electric Industries in Q4 2017 and has held it in 10 quarters since.
CIBC Private Wealth Group's Hawaiian Electric Industries position peaked at $145K in Q4 2017.
321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.