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Great Lakes Advisors’s Hawaiian Electric Industries HE Stock Holding History

Great Lakes Advisors’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
Q2 		– Sell
-10,424
Closed -$114K – 846
2025
Q1 		$114K Sell
10,424
-6,669
-39% -$67.4K ﹤0.01% 782
2024
Q4 		$166K Sell
17,093
-4,650
-21% -$47K ﹤0.01% 800
2024
Q3 		$210K Sell
21,743
-2,104
-9% -$26.1K ﹤0.01% 806
2024
Q2 		$215K Buy
+23,847
New +$248K ﹤0.01% 794
2020
Q2 		– Sell
-78,202
Closed -$3.37M – 584
2020
Q1 		$3.37M Sell
78,202
-80,304
-51% -$3.71M 0.1% 225
2019
Q4 		$7.43M Buy
158,506
+1,906
+1% +$85.4K 0.16% 165
2019
Q3 		$7.14M Buy
156,600
+3,575
+2% +$159K 0.16% 160
2019
Q2 		$6.66M Buy
153,025
+62,415
+69% +$2.62M 0.15% 161
2019
Q1 		$3.69M Sell
90,610
-84,845
-48% -$3.22M 0.08% 250
2018
Q4 		$6.42M Buy
175,455
+25,940
+17% +$962K 0.15% 158
2018
Q3 		$5.32M Buy
+149,515
New +$5.26M 0.12% 186

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Great Lakes Advisors's HE Position: Q2 2025 in Review

Great Lakes Advisors sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 10,424 shares — an estimated $114K sold.

Great Lakes Advisors first reported a position in HE in Q3 2018 and held it in 11 quarters. The position peaked at $7.43M in Q4 2019. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • Great Lakes Advisors reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 10,424 Hawaiian Electric Industries shares in Q2 2025, an estimated $114K.
  • Great Lakes Advisors first reported a position in Hawaiian Electric Industries in Q3 2018 and held it in 11 quarters.
  • Great Lakes Advisors's Hawaiian Electric Industries position peaked at $7.43M in Q4 2019.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Great Lakes Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.