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Horizon Kinetics Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Horizon Kinetics Asset 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 		$321M Buy
21,635,294
+2,242,931
+12% +$33.9M 3.48% 4
2025
Q4 		$239M Buy
19,392,363
+1,134,646
+6% +$13.2M 3.23% 5
2025
Q3 		$202M Buy
18,257,717
+1,976,008
+12% +$22.5M 2.46% 6
2025
Q2 		$173M Buy
16,281,709
+3,624,709
+29% +$37.8M 2.05% 5
2025
Q1 		$139M Buy
12,657,000
+10,277,502
+432% +$104M 1.57% 7
2024
Q4 		$23.2M Buy
+2,379,498
New +$24.1M 0.29% 35

Other funds holding HE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return