Evercore Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Evercore Wealth Management’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
2025 Q2	–	Sell	-25,000	Closed	-$274K	–	418
2025 Q1	$274K	Hold	25,000	–	–	﹤0.01%	351
2024 Q4	$243K	Buy	+25,000	New	+$253K	﹤0.01%	373
2018 Q1	–	Sell	-1,000	Closed	-$36K	–	530
2017 Q4	$36K	Hold	1,000	–	–	﹤0.01%	629
2017 Q3	$33K	Hold	1,000	–	–	﹤0.01%	626
2017 Q2	$32K	Hold	1,000	–	–	﹤0.01%	639
2017 Q1	$33K	Hold	1,000	–	–	﹤0.01%	672
2016 Q4	$33K	Hold	1,000	–	–	﹤0.01%	677
2016 Q3	$30K	Hold	1,000	–	–	﹤0.01%	704
2016 Q2	$33K	Hold	1,000	–	–	﹤0.01%	663
2016 Q1	$32K	Hold	1,000	–	–	﹤0.01%	648
2015 Q4	$29K	Hold	1,000	–	–	﹤0.01%	694
2015 Q3	$29K	Hold	1,000	–	–	﹤0.01%	675
2015 Q2	$30K	Hold	1,000	–	–	﹤0.01%	720
2015 Q1	$32K	Hold	1,000	–	–	﹤0.01%	697
2014 Q4	$33K	Hold	1,000	–	–	﹤0.01%	597
2014 Q3	$27K	Hold	1,000	–	–	﹤0.01%	693
2014 Q2	$25K	Hold	1,000	–	–	﹤0.01%	704
2014 Q1	$25K	Hold	1,000	–	–	﹤0.01%	709
2013 Q4	$26K	Hold	1,000	–	–	﹤0.01%	647
2013 Q3	$25K	Hold	1,000	–	–	﹤0.01%	648
2013 Q2	$25K	Buy	+1,000	New	+$26.6K	﹤0.01%	631

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HKAM

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evercore Wealth Management's HE Position: Q2 2025 in Review

Evercore Wealth Management sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 25,000 shares — an estimated $274K sold.

Evercore Wealth Management first reported a position in HE in Q2 2013 and held it in 21 quarters. The position peaked at $274K in Q1 2025. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

Evercore Wealth Management reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
Evercore Wealth Management sold 25,000 Hawaiian Electric Industries shares in Q2 2025, an estimated $274K.
Evercore Wealth Management first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 21 quarters.
Evercore Wealth Management's Hawaiian Electric Industries position peaked at $274K in Q1 2025.
276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Evercore Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.