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HB Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

HB Wealth 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
2025
Q1 		– Sell
-12,382
Closed -$120K – 1243
2024
Q4 		$120K Sell
12,382
-1,876
-13% -$19K ﹤0.01% 1017
2024
Q3 		$138K Buy
+14,258
New +$177K ﹤0.01% 916

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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
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

HB Wealth Management's HE Position: Q1 2025 in Review

HB Wealth Management sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 12,382 shares — an estimated $120K sold.

HB Wealth Management first reported a position in HE in Q3 2024 and held it in 2 quarters. The position peaked at $138K in Q3 2024. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

  • HB Wealth Management reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
  • HB Wealth Management sold 12,382 Hawaiian Electric Industries shares in Q1 2025, an estimated $120K.
  • HB Wealth Management first reported a position in Hawaiian Electric Industries in Q3 2024 and held it in 2 quarters.
  • HB Wealth Management's Hawaiian Electric Industries position peaked at $138K in Q3 2024.
  • 289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on HB Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.