JFG
HE icon

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

Jefferies 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
2026
Q1 		$4.72M Buy
318,100
+164,200
+107% +$2.48M 0.06% 357
2025
Q4 		$1.89M Buy
153,900
+30,599
+25% +$355K 0.02% 837
2025
Q3 		$1.36M Buy
123,301
+52,318
+74% +$596K 0.01% 769
2025
Q2 		$755K Sell
70,983
-8,508
-11% -$88.8K 0.01% 808
2025
Q1 		$870K Sell
79,491
-504,309
-86% -$5.1M 0.02% 854
2024
Q4 		$5.68M Buy
+583,800
New +$5.9M 0.06% 331
2024
Q2 		– Sell
-27,500
Closed -$310K – 1606
2024
Q1 		$310K Buy
+27,500
New +$350K 0.01% 1206

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