FP
HE icon

Foundry Partners’s Hawaiian Electric Industries HE Stock Holding History

Foundry 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
2025
Q1 		$6.9M Buy
+630,589
New +$6.37M 0.37% 75

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Foundry Partners's HE Position: Q1 2025 in Review

Foundry Partners opened a new position in Hawaiian Electric Industries (HE) in Q1 2025: 630,589 shares worth $6.9M. The stake represents 0.37% of the portfolio and ranks #75 among its holdings.

289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

  • Foundry Partners held 630,589 shares of Hawaiian Electric Industries worth $6.9M as of Q1 2025.
  • Hawaiian Electric Industries was a new Foundry Partners position in Q1 2025.
  • Hawaiian Electric Industries made up 0.37% of Foundry Partners's portfolio in Q1 2025, its #75 holding.
  • 289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.