Marshall Wace’s Hawaiian Electric Industries HE Stock Holding History

Marshall Wace’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	-20,571	Closed	-$227K	–	3164
2025 Q3	$227K	Sell	20,571 -200,920	-91%	-$2.29M	﹤0.01%	2535
2025 Q2	$2.35M	Buy	221,491 +190,487	+614%	+$1.99M	﹤0.01%	1481
2025 Q1	$339K	Sell	31,004 -409,886	-93%	-$4.14M	﹤0.01%	2219
2024 Q4	$4.29M	Sell	440,890 -2,464,949	-85%	-$24.9M	0.01%	1129
2024 Q3	$28.1M	Buy	2,905,839 +2,592,584	+828%	+$32.1M	0.03%	412
2024 Q2	$2.83M	Buy	313,255 +154,116	+97%	+$1.6M	﹤0.01%	1217
2024 Q1	$1.79M	Buy	+159,139	New	+$2.02M	﹤0.01%	1422
2020 Q4	–	Sell	-107,091	Closed	-$3.56M	–	1992
2020 Q3	$3.56M	Buy	+107,091	New	+$3.76M	0.02%	629
2019 Q4	–	Sell	-3	Closed	–	–	1852
2019 Q3	$0	Buy	+3	New	+$133	﹤0.01%	1776

Other funds holding HE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace's HE Position: Q4 2025 in Review

Marshall Wace sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 20,571 shares — an estimated $227K sold.

Marshall Wace first reported a position in HE in Q3 2019 and held it in 9 quarters. The position peaked at $28.1M in Q3 2024. 322 funds tracked by Wall St. Rank hold HE as of Q4 2025.

Marshall Wace reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 20,571 Hawaiian Electric Industries shares in Q4 2025, an estimated $227K.
Marshall Wace first reported a position in Hawaiian Electric Industries in Q3 2019 and held it in 9 quarters.
Marshall Wace's Hawaiian Electric Industries position peaked at $28.1M in Q3 2024.
322 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.