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Mad River Investors’s Hawaiian Electric Industries HE Stock Holding History

Mad River Investors’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 		$17.9M Buy
1,321,850
+4,800
+0.4% +$68.4K 6.67% 4
2026
Q1 		$19.5M Buy
1,317,050
+32,900
+3% +$498K 7.03% 3
2025
Q4 		$15.8M Buy
1,284,150
+53,900
+4% +$625K 7.19% 4
2025
Q3 		$13.6M Buy
1,230,250
+4,350
+0.4% +$49.6K 5.81% 4
2025
Q2 		$13M Buy
1,225,900
+10,000
+0.8% +$104K 5.84% 4
2025
Q1 		$13.3M Buy
1,215,900
+1,095,600
+911% +$11.1M 5.64% 4
2024
Q4 		$1.17M Buy
+120,300
New +$1.22M 0.54% 18

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mad River Investors's HE Position: Q2 2026 in Review

Mad River Investors increased its Hawaiian Electric Industries (HE) stake by 0.36% in Q2 2026, buying an estimated $68.4K and bringing the position to 1,321,850 shares worth $17.9M. The position accounts for 6.67% of the portfolio, ranked #4.

Mad River Investors first reported a position in HE in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.5M in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Mad River Investors held 1,321,850 shares of Hawaiian Electric Industries worth $17.9M as of Q2 2026.
  • Mad River Investors bought 4,800 Hawaiian Electric Industries shares in Q2 2026, an estimated $68.4K.
  • Hawaiian Electric Industries made up 6.67% of Mad River Investors's portfolio in Q2 2026, its #4 holding.
  • Mad River Investors first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 7 quarters since.
  • Mad River Investors's Hawaiian Electric Industries position peaked at $19.5M in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Mad River Investors's 13F filing for Q2 2026, filed 3 Aug 2026.