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Corton Capital’s Hawaiian Electric Industries HE Stock Holding History

Corton Capital’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
-16,077
Closed -$176K – 371
2025
Q1 		$176K Sell
16,077
-4,180
-21% -$42.2K 0.58% 78
2024
Q4 		$197K Buy
20,257
+5,477
+37% +$55.4K 0.11% 276
2024
Q3 		$143K Sell
14,780
-41,741
-74% -$517K 0.07% 424
2024
Q2 		$510K Buy
56,521
+27,026
+92% +$281K 0.27% 45
2024
Q1 		$332K Sell
29,495
-5,547
-16% -$70.5K 0.12% 242
2023
Q4 		$497K Buy
35,042
+19,658
+128% +$256K 0.16% 172
2023
Q3 		$189K Buy
+15,384
New +$374K 0.1% 324
2022
Q1 		– Sell
-10,084
Closed -$418K – 450
2021
Q4 		$418K Buy
+10,084
New +$409K 0.19% 112

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 $5.7T 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 $564B 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 $4.08B 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