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Eagle Global Advisors’s Hawaiian Electric Industries HE Stock Holding History

Eagle Global Advisors’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 		– Sell
-799,640
Closed -$9.84M – 283
2025
Q4 		$9.84M Sell
799,640
-246,210
-24% -$2.85M 0.36% 62
2025
Q3 		$11.5M Sell
1,045,850
-198,226
-16% -$2.26M 0.44% 55
2025
Q2 		$13.2M Sell
1,244,076
-7,828
-0.6% -$81.7K 0.54% 46
2025
Q1 		$13.7M Buy
1,251,904
+85,423
+7% +$863K 0.56% 40
2024
Q4 		$11.3M Buy
1,166,481
+135,861
+13% +$1.37M 0.46% 49
2024
Q3 		$9.98M Buy
+1,030,620
New +$12.8M 0.5% 53

Other funds holding HE

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eagle Global Advisors's HE Position: Q1 2026 in Review

Eagle Global Advisors sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 799,640 shares — an estimated $9.84M sold.

Eagle Global Advisors first reported a position in HE in Q3 2024 and held it in 6 quarters. The position peaked at $13.7M in Q1 2025. 341 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Eagle Global Advisors reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
  • Eagle Global Advisors sold 799,640 Hawaiian Electric Industries shares in Q1 2026, an estimated $9.84M.
  • Eagle Global Advisors first reported a position in Hawaiian Electric Industries in Q3 2024 and held it in 6 quarters.
  • Eagle Global Advisors's Hawaiian Electric Industries position peaked at $13.7M in Q1 2025.
  • 341 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Eagle Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.