Corient Private Wealth
HE icon

Corient Private Wealth’s Hawaiian Electric Industries HE Stock Holding History

Corient Private Wealth’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
Q1 		$4.98M Buy
346,105
+63,706
+23% +$963K 0.01% 843
2025
Q4 		$2.83M Buy
282,399
+224,859
+391% +$2.61M ﹤0.01% 1344
2025
Q3 		$635K Buy
57,540
+18,814
+49% +$214K ﹤0.01% 1666
2025
Q2 		$412K Buy
38,726
+16,594
+75% +$173K ﹤0.01% 1806
2025
Q1 		$242K Buy
+22,132
New +$224K ﹤0.01% 1965
2024
Q4 		– Sell
-34,471
Closed -$334K – 2423
2024
Q3 		$334K Sell
34,471
-19,008
-36% -$236K ﹤0.01% 1966
2024
Q2 		$482K Buy
53,479
+40,749
+320% +$423K ﹤0.01% 1663
2024
Q1 		$143K Sell
12,730
-993
-7% -$12.6K ﹤0.01% 2142
2023
Q4 		$195K Buy
+13,723
New +$178K ﹤0.01% 2085

Other funds holding HE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return