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MassMutual Private Wealth & Trust’s Hawaiian Electric Industries HE Stock Holding History

MassMutual Private Wealth & Trust’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
-61
Closed -$673 – 2406
2025
Q3 		$673 Buy
+61
New +$695 ﹤0.01% 2209
2025
Q2 		– Sell
-252
Closed -$2.76K – 2407
2025
Q1 		$2.76K Buy
252
+30
+14% +$303 ﹤0.01% 1821
2024
Q4 		$2.16K Buy
222
+158
+247% +$1.6K ﹤0.01% 1815
2024
Q3 		$620 Sell
64
-97
-60% -$1.2K ﹤0.01% 1947
2024
Q2 		$1.45K Sell
161
-37
-19% -$384 ﹤0.01% 1735
2024
Q1 		$2.23K Hold
198
– – ﹤0.01% 1508
2023
Q4 		$2.81K Buy
198
+53
+37% +$689 ﹤0.01% 1403
2023
Q3 		$1.78K Sell
145
-12
-8% -$292 ﹤0.01% 1531
2023
Q2 		$5.68K Buy
157
+93
+145% +$3.5K ﹤0.01% 1168
2023
Q1 		$2.46K Buy
64
+47
+276% +$1.91K ﹤0.01% 1357
2022
Q4 		$1K Hold
17
– – ﹤0.01% 1458
2022
Q3 		$1K Hold
17
– – ﹤0.01% 1436
2022
Q2 		$1K Hold
17
– – ﹤0.01% 1318
2022
Q1 		$1K Buy
+17
New +$708 ﹤0.01% 1332
2021
Q2 		– Sell
-394
Closed -$18K – 1245
2021
Q1 		$18K Buy
+394
New +$14.4K ﹤0.01% 535
2019
Q4 		– Sell
-17
Closed -$1K – 832
2019
Q3 		$1K Sell
17
-3,779
-100% -$168K ﹤0.01% 815
2019
Q2 		$165K Hold
3,796
– – 0.01% 351
2019
Q1 		$155K Buy
+3,796
New +$144K 0.01% 359
2018
Q1 		– Sell
-70
Closed -$2.53K – 1028
2017
Q4 		$2.53K Buy
+70
New +$2.53K ﹤0.01% 736

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's HE Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 61 shares — an estimated $673 sold.

MassMutual Private Wealth & Trust first reported a position in HE in Q4 2017 and held it in 19 quarters. The position peaked at $165K in Q2 2019. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

  • MassMutual Private Wealth & Trust reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 61 Hawaiian Electric Industries shares in Q4 2025, an estimated $673.
  • MassMutual Private Wealth & Trust first reported a position in Hawaiian Electric Industries in Q4 2017 and held it in 19 quarters.
  • MassMutual Private Wealth & Trust's Hawaiian Electric Industries position peaked at $165K in Q2 2019.
  • 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.