INTECH Investment Management’s Hawaiian Electric Industries HE Stock Holding History

INTECH Investment 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	$631K	Sell	42,489 -54,336	-56%	-$822K	0.01%	1229
2025 Q4	$1.19M	Sell	96,825 -11,510	-11%	-$133K	0.01%	1026
2025 Q3	$1.2M	Sell	108,335 -4,154	-4%	-$47.3K	0.01%	1074
2025 Q2	$1.2M	Buy	112,489 +29,720	+36%	+$310K	0.01%	1093
2025 Q1	$906K	Buy	82,769 +14,863	+22%	+$150K	0.01%	1263
2024 Q4	$661K	Buy	67,906 +43,254	+175%	+$437K	0.01%	1401
2024 Q3	$239K	Buy	+24,652	New	+$305K	﹤0.01%	1640
2023 Q2	–	Sell	-7,094	Closed	-$272K	–	728
2023 Q1	$272K	Hold	7,094	–	–	﹤0.01%	658
2022 Q4	$297K	Hold	7,094	–	–	﹤0.01%	638
2022 Q3	$246K	Buy	+7,094	New	+$286K	﹤0.01%	638

Other funds holding HE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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