Massachusetts Financial Services
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Massachusetts Financial Services’s Hawaiian Electric Industries HE Stock Holding History

Massachusetts Financial Services’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 		– Sell
-14,881
Closed -$221K – 1032
2026
Q1 		$221K Sell
14,881
-32,779
-69% -$496K ﹤0.01% 937
2025
Q4 		$586K Sell
47,660
-1,577
-3% -$18.3K ﹤0.01% 859
2025
Q3 		$544K Sell
49,237
-144,462
-75% -$1.65M ﹤0.01% 825
2025
Q2 		$2.06M Buy
+193,699
New +$2.02M ﹤0.01% 764

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

Massachusetts Financial Services's HE Position: Q2 2026 in Review

Massachusetts Financial Services sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 14,881 shares — an estimated $221K sold.

Massachusetts Financial Services first reported a position in HE in Q2 2025 and held it in 4 quarters. The position peaked at $2.06M in Q2 2025. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Massachusetts Financial Services reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 14,881 Hawaiian Electric Industries shares in Q2 2026, an estimated $221K.
  • Massachusetts Financial Services first reported a position in Hawaiian Electric Industries in Q2 2025 and held it in 4 quarters.
  • Massachusetts Financial Services's Hawaiian Electric Industries position peaked at $2.06M in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.