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Lindbrook Capital’s Hawaiian Electric Industries HE Stock Holding History

Lindbrook Capital’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
Q1 		$20.2K Buy
1,846
+379
+26% +$3.83K ﹤0.01% 1349
2024
Q4 		$14.3K Buy
1,467
+493
+51% +$4.98K ﹤0.01% 1463
2024
Q3 		$9.43K Sell
974
-1,108
-53% -$13.7K ﹤0.01% 1707
2024
Q2 		$18.8K Buy
2,082
+507
+32% +$5.27K ﹤0.01% 1277
2024
Q1 		$17.8K Buy
+1,575
New +$20K ﹤0.01% 1274
2023
Q3 		– Sell
-305
Closed -$11K – 2746
2023
Q2 		$11K Sell
305
-155
-34% -$5.83K ﹤0.01% 1398
2023
Q1 		$17.7K Buy
460
+119
+35% +$4.82K ﹤0.01% 1134
2022
Q4 		$14.3K Buy
341
+307
+903% +$11.8K ﹤0.01% 1248
2022
Q3 		$1K Hold
34
– – ﹤0.01% 2342
2022
Q2 		$1K Sell
34
-65
-66% -$2.73K ﹤0.01% 2256
2022
Q1 		$4K Buy
99
+79
+395% +$3.29K ﹤0.01% 1699
2021
Q4 		$1K Sell
20
-39
-66% -$1.58K ﹤0.01% 1928
2021
Q3 		$2K Hold
59
– – ﹤0.01% 1544
2021
Q2 		$2K Sell
59
-11
-16% -$476 ﹤0.01% 1592
2021
Q1 		$3K Buy
70
+14
+25% +$513 ﹤0.01% 1421
2020
Q4 		$2K Sell
56
-11
-16% -$389 ﹤0.01% 1455
2020
Q3 		$2K Buy
67
+15
+29% +$526 ﹤0.01% 1392
2020
Q2 		$2K Sell
52
-116
-69% -$4.5K ﹤0.01% 1392
2020
Q1 		$7K Sell
168
-76
-31% -$3.51K ﹤0.01% 871
2019
Q4 		$11K Buy
244
+56
+30% +$2.51K ﹤0.01% 901
2019
Q3 		$9K Buy
188
+76
+68% +$3.38K ﹤0.01% 930
2019
Q2 		$4K Buy
112
+62
+124% +$2.6K ﹤0.01% 1100
2019
Q1 		$2K Hold
50
– – ﹤0.01% 1227
2018
Q4 		$1K Buy
+50
New +$1.85K ﹤0.01% 1260

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lindbrook Capital's HE Position: Q1 2025 in Review

Lindbrook Capital increased its Hawaiian Electric Industries (HE) stake by 26% in Q1 2025, buying an estimated $3.83K and bringing the position to 1,846 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Lindbrook Capital first reported a position in HE in Q4 2018 and has held it in 24 quarters since. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

  • Lindbrook Capital held 1,846 shares of Hawaiian Electric Industries worth $20.2K as of Q1 2025.
  • Lindbrook Capital bought 379 Hawaiian Electric Industries shares in Q1 2025, an estimated $3.83K.
  • Hawaiian Electric Industries made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1349 holding.
  • Lindbrook Capital first reported a position in Hawaiian Electric Industries in Q4 2018 and has held it in 24 quarters since.
  • 289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.