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 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

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 $3.37T AUM 44.26% 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

Jupiter Asset Management's HE Position: Q2 2026 in Review

Jupiter Asset Management increased its Hawaiian Electric Industries (HE) stake by 811% in Q2 2026, buying an estimated $22.9M and bringing the position to 1,804,720 shares worth $24.4M. The position accounts for 0.12% of the portfolio, ranked #206.

Jupiter Asset Management first reported a position in HE in Q3 2021 and has held it in 6 quarters since. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Jupiter Asset Management held 1,804,720 shares of Hawaiian Electric Industries worth $24.4M as of Q2 2026.
Jupiter Asset Management bought 1,606,702 Hawaiian Electric Industries shares in Q2 2026, an estimated $22.9M.
Hawaiian Electric Industries made up 0.12% of Jupiter Asset Management's portfolio in Q2 2026, its #206 holding.
Jupiter Asset Management first reported a position in Hawaiian Electric Industries in Q3 2021 and has held it in 6 quarters since.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.