MRI
HE icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mad River Investors's HE Position: Q1 2026 in Review

Mad River Investors increased its Hawaiian Electric Industries (HE) stake by 2.6% in Q1 2026, buying an estimated $498K and bringing the position to 1,317,050 shares worth $19.5M. The position accounts for 7.03% of the portfolio, ranked #3.

Mad River Investors first reported a position in HE in Q4 2024 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Mad River Investors held 1,317,050 shares of Hawaiian Electric Industries worth $19.5M as of Q1 2026.
  • Mad River Investors bought 32,900 Hawaiian Electric Industries shares in Q1 2026, an estimated $498K.
  • Hawaiian Electric Industries made up 7.03% of Mad River Investors's portfolio in Q1 2026, its #3 holding.
  • Mad River Investors first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Mad River Investors's 13F filing for Q1 2026, filed 23 Apr 2026.