DZ Bank’s Hawaiian Electric Industries HE Stock Holding History

DZ Bank’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 Q2	$3.86M	Buy	+285,215	New	+$4.06M	﹤0.01%	562
2023 Q3	–	Sell	-132,822	Closed	-$4.81M	–	1018
2023 Q2	$4.81M	Buy	132,822 +72,343	+120%	+$2.72M	0.01%	467
2023 Q1	$2.32M	Sell	60,479 -22,178	-27%	-$899K	﹤0.01%	564
2022 Q4	$3.46M	Sell	82,657 -110,766	-57%	-$4.28M	0.01%	506
2022 Q3	$6.7M	Sell	193,423 -8,960	-4%	-$361K	0.01%	395
2022 Q2	$8.28M	Sell	202,383 -143,528	-41%	-$6.04M	0.01%	349
2022 Q1	$14.6M	Sell	345,911 -553,253	-62%	-$23M	0.02%	305
2021 Q4	$37.4M	Buy	899,164 +449,582	+100%	+$18.2M	0.03%	276
2021 Q3	$18.4M	Buy	449,582 +274,205	+156%	+$11.8M	0.03%	292
2021 Q2	$7.41M	Buy	+175,377	New	+$7.59M	0.01%	431
2020 Q2	–	Sell	-23,673	Closed	-$1.02M	–	822
2020 Q1	$1.02M	Buy	+23,673	New	+$1.09M	﹤0.01%	505

Other funds holding HE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank's HE Position: Q2 2026 in Review

DZ Bank opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 285,215 shares worth $3.86M. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: DZ Bank previously reported a position in HE as recently as Q2 2023.

DZ Bank first reported a position in HE in Q1 2020 and has held it in 11 quarters since. The position peaked at $37.4M in Q4 2021. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

DZ Bank held 285,215 shares of Hawaiian Electric Industries worth $3.86M as of Q2 2026.
Hawaiian Electric Industries was a new DZ Bank position in Q2 2026.
Hawaiian Electric Industries made up ﹤0.01% of DZ Bank's portfolio in Q2 2026, its #562 holding.
DZ Bank first reported a position in Hawaiian Electric Industries in Q1 2020 and has held it in 11 quarters since.
DZ Bank's Hawaiian Electric Industries position peaked at $37.4M in Q4 2021.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.