CIBC World Markets’s Hawaiian Electric Industries HE Stock Holding History

CIBC World Markets’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	$142K	Buy	+11,543	New	+$134K	﹤0.01%	1152
2025 Q2	$229K	Sell	21,499 -17,079	-44%	-$178K	﹤0.01%	1218
2025 Q1	$422K	Buy	38,578 +23,073	+149%	+$233K	﹤0.01%	1087
2024 Q4	$151K	Buy	+15,505	New	+$157K	﹤0.01%	1167
2021 Q2	–	Sell	-11,723	Closed	-$521K	–	757
2021 Q1	$521K	Buy	+11,723	New	+$430K	﹤0.01%	813
2018 Q3	–	Sell	-88,000	Closed	-$3.02M	–	681
2018 Q2	$3.02M	Buy	88,000 +12,100	+16%	+$411K	0.03%	475
2018 Q1	$2.61M	Buy	+75,900	New	+$2.56M	0.03%	433

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 World Markets's HE Position: Q4 2025 in Review

CIBC World Markets opened a new position in Hawaiian Electric Industries (HE) in Q4 2025: 11,543 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in HE as recently as Q2 2025.

CIBC World Markets first reported a position in HE in Q1 2018 and has held it in 7 quarters since. The position peaked at $3.02M in Q2 2018. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

CIBC World Markets held 11,543 shares of Hawaiian Electric Industries worth $142K as of Q4 2025.
Hawaiian Electric Industries was a new CIBC World Markets position in Q4 2025.
Hawaiian Electric Industries made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1152 holding.
CIBC World Markets first reported a position in Hawaiian Electric Industries in Q1 2018 and has held it in 7 quarters since.
CIBC World Markets's Hawaiian Electric Industries position peaked at $3.02M in Q2 2018.
321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.