Jefferies Financial Group
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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
Q3 		– Sell
-87,900
Closed -$1.19M – 1516
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

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jefferies Financial Group's HE Position: Q3 2026 in Review

Jefferies Financial Group sold out of Hawaiian Electric Industries (HE) in Q3 2026, closing a stake of 87,900 shares — an estimated $1.19M sold.

Jefferies Financial Group first reported a position in HE in Q1 2024 and held it in 8 quarters. The position peaked at $5.68M in Q4 2024. 214 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Jefferies Financial Group reported no remaining Hawaiian Electric Industries position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 87,900 Hawaiian Electric Industries shares in Q3 2026, an estimated $1.19M.
  • Jefferies Financial Group first reported a position in Hawaiian Electric Industries in Q1 2024 and held it in 8 quarters.
  • Jefferies Financial Group's Hawaiian Electric Industries position peaked at $5.68M in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.