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Independent Financial Group’s Hawaiian Electric Industries HE Stock Holding History

Independent Financial Group’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
-27,242
Closed -$298K – 1324
2025
Q1 		$298K Buy
+27,242
New +$275K 0.01% 938

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 $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independent Financial Group's HE Position: Q2 2025 in Review

Independent Financial Group sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 27,242 shares — an estimated $298K sold.

Independent Financial Group first reported a position in HE in Q1 2025 and held it in 1 quarter. The position peaked at $298K in Q1 2025. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • Independent Financial Group reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 27,242 Hawaiian Electric Industries shares in Q2 2025, an estimated $298K.
  • Independent Financial Group first reported a position in Hawaiian Electric Industries in Q1 2025 and held it in 1 quarter.
  • Independent Financial Group's Hawaiian Electric Industries position peaked at $298K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.