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Inspire Advisors’s Hawaiian Electric Industries HE Stock Holding History

Inspire 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
Q4 		– Sell
-90,570
Closed -$1,000K – 587
2025
Q3 		$1,000K Buy
+90,570
New +$1.03M 0.1% 167

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Inspire Advisors's HE Position: Q4 2025 in Review

Inspire Advisors sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 90,570 shares — an estimated $1,000K sold.

Inspire Advisors first reported a position in HE in Q3 2025 and held it in 1 quarter. The position peaked at $1,000K in Q3 2025. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

  • Inspire Advisors reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
  • Inspire Advisors sold 90,570 Hawaiian Electric Industries shares in Q4 2025, an estimated $1,000K.
  • Inspire Advisors first reported a position in Hawaiian Electric Industries in Q3 2025 and held it in 1 quarter.
  • Inspire Advisors's Hawaiian Electric Industries position peaked at $1,000K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on Inspire Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.