Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Hawaiian Electric Industries HE Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-27,579
Closed -$304K – 821
2025
Q3 		$304K Buy
+27,579
New +$314K ﹤0.01% 1196

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HKAM
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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovitz Investment Group Partners's HE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 27,579 shares — an estimated $304K sold.

Kovitz Investment Group Partners first reported a position in HE in Q3 2025 and held it in 1 quarter. The position peaked at $304K in Q3 2025. 322 funds tracked by Wall St. Rank hold HE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 27,579 Hawaiian Electric Industries shares in Q4 2025, an estimated $304K.
  • Kovitz Investment Group Partners first reported a position in Hawaiian Electric Industries in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Hawaiian Electric Industries position peaked at $304K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.