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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
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