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Freestone Grove Partners’s Hawaiian Electric Industries HE Stock Holding History

Freestone Grove 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
2026
Q2 		– Sell
-587
Closed -$8.71K – 1153
2026
Q1 		$8.71K Buy
+587
New +$8.88K ﹤0.01% 873
2025
Q2 		– Sell
-21,479
Closed -$235K – 746
2025
Q1 		$235K Buy
+21,479
New +$217K ﹤0.01% 510

Other funds holding HE

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Freestone Grove Partners's HE Position: Q2 2026 in Review

Freestone Grove Partners sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 587 shares — an estimated $8.71K sold.

Freestone Grove Partners first reported a position in HE in Q1 2025 and held it in 2 quarters. The position peaked at $235K in Q1 2025. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Freestone Grove Partners reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 587 Hawaiian Electric Industries shares in Q2 2026, an estimated $8.71K.
  • Freestone Grove Partners first reported a position in Hawaiian Electric Industries in Q1 2025 and held it in 2 quarters.
  • Freestone Grove Partners's Hawaiian Electric Industries position peaked at $235K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.