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 Q2	$1.19M	Sell	87,900 -230,200	-72%	-$3.28M	0.01%	895
2026 Q1	$4.72M	Buy	318,100 +164,200	+107%	+$2.48M	0.03%	357
2025 Q4	$1.89M	Buy	153,900 +30,599	+25%	+$355K	0.01%	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	0.01%	854
2024 Q4	$5.68M	Buy	+583,800	New	+$5.9M	0.03%	331
2024 Q2	–	Sell	-27,500	Closed	-$310K	–	1593
2024 Q1	$310K	Buy	+27,500	New	+$350K	﹤0.01%	1206

Other funds holding HE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jefferies Financial Group's HE Position: Q2 2026 in Review

Jefferies Financial Group reduced its Hawaiian Electric Industries (HE) stake by 72% in Q2 2026, selling an estimated $3.28M and leaving 87,900 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #895.

Jefferies Financial Group first reported a position in HE in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.68M in Q4 2024. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Jefferies Financial Group held 87,900 shares of Hawaiian Electric Industries worth $1.19M as of Q2 2026.
Jefferies Financial Group sold 230,200 Hawaiian Electric Industries shares in Q2 2026, an estimated $3.28M.
Hawaiian Electric Industries made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #895 holding.
Jefferies Financial Group first reported a position in Hawaiian Electric Industries in Q1 2024 and has held it in 8 quarters since.
Jefferies Financial Group's Hawaiian Electric Industries position peaked at $5.68M in Q4 2024.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.