IC
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IEQ Capital’s Hawaiian Electric Industries HE Stock Holding History

IEQ Capital’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 		$1.27M Sell
85,300
-45,734
-35% -$692K 0.01% 940
2025
Q4 		$1.61M Sell
131,034
-190,204
-59% -$2.2M ﹤0.01% 865
2025
Q3 		$3.55M Buy
321,238
+299,819
+1,400% +$3.42M 0.01% 582
2025
Q2 		$228K Buy
21,419
+11,032
+106% +$115K ﹤0.01% 1547
2025
Q1 		$114K Buy
+10,387
New +$105K ﹤0.01% 1457
2024
Q2 		– Sell
-21,196
Closed -$239K – 1018
2024
Q1 		$239K Sell
21,196
-151
-0.7% -$1.92K ﹤0.01% 834
2023
Q4 		$303K Buy
21,347
+2,282
+12% +$29.7K 0.01% 728
2023
Q3 		$235K Buy
+19,065
New +$464K ﹤0.01% 794

Other funds holding HE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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