Edgestream Partners’s Hawaiian Electric Industries HE Stock Holding History

Edgestream Partners’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	-86,473	Closed	-$1.06M	–	965
2025 Q4	$1.06M	Sell	86,473 -567,114	-87%	-$6.57M	0.03%	682
2025 Q3	$7.22M	Sell	653,587 -156,553	-19%	-$1.78M	0.21%	145
2025 Q2	$8.61M	Buy	810,140 +424,885	+110%	+$4.43M	0.24%	115
2025 Q1	$4.22M	Buy	385,255 +203,456	+112%	+$2.06M	0.14%	278
2024 Q4	$1.77M	Buy	+181,799	New	+$1.84M	0.08%	428
2023 Q4	–	Sell	-20,493	Closed	-$252K	–	929
2023 Q3	$252K	Buy	+20,493	New	+$499K	0.02%	754
2023 Q2	–	Sell	-15,705	Closed	-$603K	–	791
2023 Q1	$603K	Sell	15,705 -44	-0.3%	-$1.78K	0.07%	374
2022 Q4	$659K	Buy	+15,749	New	+$608K	0.07%	318

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edgestream Partners's HE Position: Q1 2026 in Review

Edgestream Partners sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 86,473 shares — an estimated $1.06M sold.

Edgestream Partners first reported a position in HE in Q4 2022 and held it in 8 quarters. The position peaked at $8.61M in Q2 2025. 341 funds tracked by Wall St. Rank hold HE as of Q1 2026.

Edgestream Partners reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 86,473 Hawaiian Electric Industries shares in Q1 2026, an estimated $1.06M.
Edgestream Partners first reported a position in Hawaiian Electric Industries in Q4 2022 and held it in 8 quarters.
Edgestream Partners's Hawaiian Electric Industries position peaked at $8.61M in Q2 2025.
341 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.