Mackenzie Financial
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Mackenzie Financial’s Hawaiian Electric Industries HE Stock Holding History

Mackenzie Financial’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
Q1 		– Sell
-10,924
Closed -$137K – 1564
2025
Q4 		$137K Buy
10,924
+506
+5% +$5.86K ﹤0.01% 1572
2025
Q3 		$115K Sell
10,418
-19,388
-65% -$221K ﹤0.01% 1620
2025
Q2 		$317K Sell
29,806
-647
-2% -$6.75K ﹤0.01% 1372
2025
Q1 		$333K Buy
30,453
+19,414
+176% +$196K ﹤0.01% 1346
2024
Q4 		$107K Sell
11,039
-118,654
-91% -$1.2M ﹤0.01% 1629
2024
Q3 		$1.26M Buy
129,693
+71,872
+124% +$891K ﹤0.01% 823
2024
Q2 		$522K Sell
57,821
-30,794
-35% -$320K ﹤0.01% 1004
2024
Q1 		$999K Buy
+88,615
New +$1.13M ﹤0.01% 882
2023
Q3 		– Sell
-8,674
Closed -$316K – 1519
2023
Q2 		$316K Sell
8,674
-5,301
-38% -$200K ﹤0.01% 1156
2023
Q1 		$537K Buy
13,975
+3,426
+32% +$139K ﹤0.01% 1005
2022
Q4 		$441K Buy
+10,549
New +$407K ﹤0.01% 968
2021
Q1 		– Sell
-7,390
Closed -$262K – 1157
2020
Q4 		$262K Sell
7,390
-18,763
-72% -$664K ﹤0.01% 963
2020
Q3 		$869K Sell
26,153
-147
-0.6% -$5.15K ﹤0.01% 691
2020
Q2 		$948K Sell
26,300
-5,130
-16% -$199K ﹤0.01% 675
2020
Q1 		$1.35M Sell
31,430
-8,130
-21% -$376K ﹤0.01% 583
2019
Q4 		$1.85M Sell
39,560
-5,475
-12% -$245K ﹤0.01% 633
2019
Q3 		$2.05M Hold
45,035
– – 0.01% 609
2019
Q2 		$1.96M Sell
45,035
-22,204
-33% -$931K 0.01% 637
2019
Q1 		$2.74M Sell
67,239
-337
-0.5% -$12.8K 0.01% 704
2018
Q4 		$2.48M Hold
67,576
– – 0.01% 669
2018
Q3 		$2.4M Buy
67,576
+3,041
+5% +$107K 0.01% 616
2018
Q2 		$2.21M Sell
64,535
-9,650
-13% -$328K 0.01% 581
2018
Q1 		$2.55M Sell
74,185
-1,300
-2% -$43.9K 0.01% 533
2017
Q4 		$2.73M Buy
75,485
+34,785
+85% +$1.26M 0.01% 493
2017
Q3 		$1.36M Buy
+40,700
New +$1.35M 0.01% 424

Other funds holding HE

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mackenzie Financial's HE Position: Q1 2026 in Review

Mackenzie Financial sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 10,924 shares — an estimated $137K sold.

Mackenzie Financial first reported a position in HE in Q3 2017 and held it in 25 quarters. The position peaked at $2.74M in Q1 2019. 341 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Mackenzie Financial reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 10,924 Hawaiian Electric Industries shares in Q1 2026, an estimated $137K.
  • Mackenzie Financial first reported a position in Hawaiian Electric Industries in Q3 2017 and held it in 25 quarters.
  • Mackenzie Financial's Hawaiian Electric Industries position peaked at $2.74M in Q1 2019.
  • 341 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.