Graham Capital Management’s Hawaiian Electric Industries HE Stock Holding History

Graham Capital Management’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	–	Sell	-106,110	Closed	-$1.31M	–	1322
2025 Q4	$1.31M	Sell	106,110 -39,231	-27%	-$455K	0.03%	329
2025 Q3	$1.6M	Sell	145,341 -105,384	-42%	-$1.2M	0.03%	264
2025 Q2	$2.67M	Buy	250,725 +144,759	+137%	+$1.51M	0.04%	280
2025 Q1	$1.16M	Buy	105,966 +72,528	+217%	+$733K	0.02%	504
2024 Q4	$325K	Buy	+33,438	New	+$338K	﹤0.01%	896
2024 Q2	–	Sell	-22,321	Closed	-$252K	–	1167
2024 Q1	$252K	Buy	22,321 +7,597	+52%	+$96.6K	﹤0.01%	841
2023 Q4	$209K	Buy	+14,724	New	+$191K	﹤0.01%	831
2023 Q3	–	Sell	-27,076	Closed	-$980K	–	1132
2023 Q2	$980K	Sell	27,076 -61,405	-69%	-$2.31M	0.03%	374
2023 Q1	$3.4M	Buy	+88,481	New	+$3.59M	0.1%	134
2022 Q4	–	Sell	-17,554	Closed	-$608K	–	1152
2022 Q3	$608K	Buy	17,554 +9,604	+121%	+$387K	0.02%	682
2022 Q2	$325K	Buy	+7,950	New	+$334K	0.01%	799

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 $3.38T AUM 44.17% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Graham Capital Management's HE Position: Q1 2026 in Review

Graham Capital Management sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 106,110 shares — an estimated $1.31M sold.

Graham Capital Management first reported a position in HE in Q2 2022 and held it in 11 quarters. The position peaked at $3.4M in Q1 2023. 342 funds tracked by Wall St. Rank hold HE as of Q1 2026.

Graham Capital Management reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
Graham Capital Management sold 106,110 Hawaiian Electric Industries shares in Q1 2026, an estimated $1.31M.
Graham Capital Management first reported a position in Hawaiian Electric Industries in Q2 2022 and held it in 11 quarters.
Graham Capital Management's Hawaiian Electric Industries position peaked at $3.4M in Q1 2023.
342 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Graham Capital Management's 13F filing for Q1 2026, filed 15 May 2026.