Jupiter Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Jupiter Asset 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 Q3	$15.6M	Sell	1,743,076 -61,644	-3%	-$726K	0.07%	274
2026 Q2	$24.4M	Buy	1,804,720 +1,606,702	+811%	+$22.9M	0.12%	206
2026 Q1	$2.94M	Buy	+198,018	New	+$2.99M	0.02%	375
2023 Q4	–	Sell	-1,209,258	Closed	-$14.9M	–	492
2023 Q3	$14.9M	Buy	1,209,258 +1,044,978	+636%	+$25.4M	0.16%	165
2023 Q2	$5.95M	Buy	164,280 +86,157	+110%	+$3.24M	0.07%	267
2023 Q1	$3M	Buy	+78,123	New	+$3.17M	0.04%	256
2021 Q4	–	Sell	-9,499	Closed	-$388K	–	588
2021 Q3	$388K	Buy	+9,499	New	+$408K	﹤0.01%	500

Other funds holding HE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Jupiter Asset Management's HE Position: Q3 2026 in Review

Jupiter Asset Management reduced its Hawaiian Electric Industries (HE) stake by 3.4% in Q3 2026, selling an estimated $726K and leaving 1,743,076 shares worth $15.6M. The position accounts for 0.07% of the portfolio, ranked #274.

Jupiter Asset Management first reported a position in HE in Q3 2021 and has held it in 7 quarters since. The position peaked at $24.4M in Q2 2026. 194 funds tracked by Wall St. Rank hold HE as of Q3 2026.

Jupiter Asset Management held 1,743,076 shares of Hawaiian Electric Industries worth $15.6M as of Q3 2026.
Jupiter Asset Management sold 61,644 Hawaiian Electric Industries shares in Q3 2026, an estimated $726K.
Hawaiian Electric Industries made up 0.07% of Jupiter Asset Management's portfolio in Q3 2026, its #274 holding.
Jupiter Asset Management first reported a position in Hawaiian Electric Industries in Q3 2021 and has held it in 7 quarters since.
Jupiter Asset Management's Hawaiian Electric Industries position peaked at $24.4M in Q2 2026.
194 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Jupiter Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.