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Coldstream Capital Management’s Hawaiian Electric Industries HE Stock Holding History

Coldstream Capital Management’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
-3,418
Closed -$37.4K – 2053
2025
Q1 		$37.4K Buy
+3,418
New +$34.5K ﹤0.01% 1845
2020
Q1 		– Sell
-44,138
Closed -$2.07M – 315
2019
Q4 		$2.07M Sell
44,138
-32
-0.1% -$1.43K 0.17% 88
2019
Q3 		$2.02M Buy
+44,170
New +$1.96M 0.17% 94

Other funds holding HE

Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Coldstream Capital Management's HE Position: Q2 2025 in Review

Coldstream Capital Management sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 3,418 shares — an estimated $37.4K sold.

Coldstream Capital Management first reported a position in HE in Q3 2019 and held it in 3 quarters. The position peaked at $2.07M in Q4 2019. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • Coldstream Capital Management reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 3,418 Hawaiian Electric Industries shares in Q2 2025, an estimated $37.4K.
  • Coldstream Capital Management first reported a position in Hawaiian Electric Industries in Q3 2019 and held it in 3 quarters.
  • Coldstream Capital Management's Hawaiian Electric Industries position peaked at $2.07M in Q4 2019.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.