EPM
HE icon

Equitec Proprietary Markets’s Hawaiian Electric Industries HE Stock Holding History

Equitec Proprietary Markets’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 		$1.11K Hold
75
– – ﹤0.01% 70
2025
Q4 		$923 Hold
75
– – ﹤0.01% 74
2025
Q3 		$828 Hold
75
– – ﹤0.01% 71
2025
Q2 		$797 Hold
75
– – ﹤0.01% 60
2025
Q1 		$821 Hold
75
– – ﹤0.01% 58
2024
Q4 		$730 Hold
75
– – ﹤0.01% 51
2024
Q3 		$726 Sell
75
-25
-25% -$310 0.01% 56
2024
Q2 		$902 Hold
100
– – 0.01% 62
2024
Q1 		$1.13K Hold
100
– – ﹤0.01% 72
2023
Q4 		$1.42K Hold
100
– – ﹤0.01% 81
2023
Q3 		$1.23K Buy
+100
New +$2.43K ﹤0.01% 103

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