Global Retirement Partners’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $66.9K | Sell |
5,442
-303
| -5% | -$3.51K | ﹤0.01% | 2168 |
|
|
2025
Q3 | $63.4K | Sell |
5,745
-2,268
| -28% | -$25.8K | ﹤0.01% | 1770 |
|
|
2025
Q2 | $85.2K | Buy |
+8,013
| New | +$83.6K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $78K | Sell |
8,013
-725
| -8% | -$7.33K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $84.6K | Hold |
8,738
| – | – | ﹤0.01% | 1319 |
|
|
2024
Q2 | $78.8K | Sell |
8,738
-63
| -0.7% | -$655 | ﹤0.01% | 1314 |
|
|
2024
Q1 | $99.2K | Sell |
8,801
-4,298
| -33% | -$54.6K | ﹤0.01% | 1091 |
|
|
2023
Q4 | $174K | Buy |
13,099
+417
| +3% | +$5.42K | 0.01% | 811 |
|
|
2023
Q3 | $148K | Buy |
12,682
+10,372
| +449% | +$252K | 0.01% | 785 |
|
|
2023
Q2 | $83.6K | Buy |
2,310
+34
| +1% | +$1.28K | ﹤0.01% | 1022 |
|
|
2023
Q1 | $87.5K | Buy |
2,276
+2,000
| +725% | +$81K | ﹤0.01% | 978 |
|
|
2022
Q4 | $11.6K | Hold |
276
| – | – | ﹤0.01% | 1725 |
|
|
2022
Q3 | $10K | Buy |
276
+1
| +0.4% | +$40 | ﹤0.01% | 1682 |
|
|
2022
Q2 | $11K | Sell |
275
-30
| -10% | -$1.26K | ﹤0.01% | 1590 |
|
|
2022
Q1 | $13K | Buy |
+305
| New | +$12.7K | ﹤0.01% | 1517 |
|
|
2021
Q4 | – | Sell |
-268
| Closed | -$11K | – | 890 |
|
|
2021
Q3 | $11K | Hold |
268
| – | – | ﹤0.01% | 1391 |
|
|
2021
Q2 | $11K | Hold |
268
| – | – | ﹤0.01% | 1346 |
|
|
2021
Q1 | $12K | Hold |
268
| – | – | ﹤0.01% | 1243 |
|
|
2020
Q4 | $9K | Sell |
268
-136
| -34% | -$4.81K | ﹤0.01% | 1289 |
|
|
2020
Q3 | $13K | Hold |
404
| – | – | ﹤0.01% | 1064 |
|
|
2020
Q2 | $15K | Hold |
404
| – | – | ﹤0.01% | 992 |
|
|
2020
Q1 | $17K | Hold |
404
| – | – | ﹤0.01% | 847 |
|
|
2019
Q4 | $19K | Hold |
404
| – | – | ﹤0.01% | 951 |
|
|
2019
Q3 | $18K | Buy |
404
+136
| +51% | +$6.05K | ﹤0.01% | 935 |
|
|
2019
Q2 | $12K | Hold |
268
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q1 | $11K | Hold |
268
| – | – | ﹤0.01% | 1025 |
|
|
2018
Q4 | $10K | Hold |
268
| – | – | ﹤0.01% | 967 |
|
|
2018
Q3 | $10K | Hold |
268
| – | – | ﹤0.01% | 1028 |
|
|
2018
Q2 | $9K | Hold |
268
| – | – | ﹤0.01% | 1021 |
|
|
2018
Q1 | $9K | Hold |
268
| – | – | ﹤0.01% | 988 |
|
|
2017
Q4 | $10K | Hold |
268
| – | – | ﹤0.01% | 905 |
|
|
2017
Q3 | $9K | Hold |
268
| – | – | ﹤0.01% | 863 |
|
|
2017
Q2 | $9K | Hold |
268
| – | – | ﹤0.01% | 811 |
|
|
2017
Q1 | $9K | Hold |
268
| – | – | 0.01% | 773 |
|
|
2016
Q4 | $9K | Buy |
+268
| New | +$8.17K | 0.01% | 713 |
|
Other funds holding HE
HKAM
QCM
Global Retirement Partners's HE Position: Q4 2025 in Review
Global Retirement Partners reduced its Hawaiian Electric Industries (HE) stake by 5.3% in Q4 2025, selling an estimated $3.51K and leaving 5,442 shares worth $66.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.
Global Retirement Partners first reported a position in HE in Q4 2016 and has held it in 35 quarters since. The position peaked at $174K in Q4 2023. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.
- Global Retirement Partners held 5,442 shares of Hawaiian Electric Industries worth $66.9K as of Q4 2025.
- Global Retirement Partners sold 303 Hawaiian Electric Industries shares in Q4 2025, an estimated $3.51K.
- Hawaiian Electric Industries made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2168 holding.
- Global Retirement Partners first reported a position in Hawaiian Electric Industries in Q4 2016 and has held it in 35 quarters since.
- Global Retirement Partners's Hawaiian Electric Industries position peaked at $174K in Q4 2023.
- 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.