FC
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FORA Capital’s Hawaiian Electric Industries HE Stock Holding History

FORA Capital’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 		$320K Buy
+21,544
New +$326K 0.02% 359
2024
Q4 		– Sell
-71,518
Closed -$692K – 468
2024
Q3 		$692K Buy
+71,518
New +$886K 0.08% 245
2020
Q4 		– Sell
-3,001
Closed -$100K – 1009
2020
Q3 		$100K Buy
3,001
+2,481
+477% +$87K 0.07% 298
2020
Q2 		$19K Buy
+520
New +$20.1K 0.01% 813
2020
Q1 		– Sell
-2,398
Closed -$112K – 1155
2019
Q4 		$112K Buy
+2,398
New +$107K 0.01% 735

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