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 Q2	–	Sell	-21,544	Closed	-$320K	–	447
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 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FORA Capital's HE Position: Q2 2026 in Review

FORA Capital sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 21,544 shares — an estimated $320K sold.

FORA Capital first reported a position in HE in Q4 2019 and held it in 5 quarters. The position peaked at $692K in Q3 2024. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

FORA Capital reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
FORA Capital sold 21,544 Hawaiian Electric Industries shares in Q2 2026, an estimated $320K.
FORA Capital first reported a position in Hawaiian Electric Industries in Q4 2019 and held it in 5 quarters.
FORA Capital's Hawaiian Electric Industries position peaked at $692K in Q3 2024.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.