Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Hawaiian Electric Industries HE Stock Holding History

Mitsubishi UFJ Trust & Banking’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
Q3 		– Sell
-4,261
Closed -$45.3K – 1123
2025
Q2 		$45.3K Sell
4,261
-76,270
-95% -$796K ﹤0.01% 1040
2025
Q1 		$882K Sell
80,531
-1,142,001
-93% -$11.5M ﹤0.01% 886
2024
Q4 		$11.9M Buy
1,222,532
+809,601
+196% +$8.19M 0.03% 532
2024
Q3 		$4M Buy
412,931
+331,520
+407% +$4.11M 0.01% 747
2024
Q2 		$734K Buy
81,411
+68,146
+514% +$708K ﹤0.01% 910
2024
Q1 		$147K Buy
13,265
+3,156
+31% +$40.1K ﹤0.01% 1009
2023
Q4 		$143K Buy
10,109
+723
+8% +$9.4K ﹤0.01% 1027
2023
Q3 		$116K Buy
9,386
+2,625
+39% +$63.9K ﹤0.01% 1070
2023
Q2 		$245K Sell
6,761
-201
-3% -$7.57K ﹤0.01% 1041
2023
Q1 		$267K Buy
6,962
+498
+8% +$20.2K ﹤0.01% 984
2022
Q4 		$271K Sell
6,464
-267
-4% -$10.3K ﹤0.01% 965
2022
Q3 		$233K Sell
6,731
-1,687
-20% -$67.9K ﹤0.01% 1019
2022
Q2 		$344K Sell
8,418
-2,902
-26% -$122K ﹤0.01% 969
2022
Q1 		$479K Buy
11,320
+2,300
+25% +$95.8K ﹤0.01% 1060
2021
Q4 		$374K Sell
9,020
-346
-4% -$14K ﹤0.01% 1154
2021
Q3 		$382K Buy
9,366
+1,900
+25% +$81.5K ﹤0.01% 1163
2021
Q2 		$318K Sell
7,466
-473
-6% -$20.5K ﹤0.01% 1204
2021
Q1 		$281K Sell
7,939
-1,661
-17% -$60.9K ﹤0.01% 1159
2020
Q4 		$340K Buy
9,600
+6,900
+256% +$244K ﹤0.01% 1182
2020
Q3 		$90K Buy
+2,700
New +$94.7K ﹤0.01% 1264
2020
Q2 		– Sell
-5,400
Closed -$232K – 1298
2020
Q1 		$232K Hold
5,400
– – ﹤0.01% 1115
2019
Q4 		$253K Sell
5,400
-8,400
-61% -$376K ﹤0.01% 1202
2019
Q3 		$629K Sell
13,800
-5,593
-29% -$249K ﹤0.01% 977
2019
Q2 		$845K Hold
19,393
– – ﹤0.01% 762
2019
Q1 		$791K Buy
+19,393
New +$737K ﹤0.01% 736

Other funds holding HE

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's HE Position: Q3 2025 in Review

Mitsubishi UFJ Trust & Banking sold out of Hawaiian Electric Industries (HE) in Q3 2025, closing a stake of 4,261 shares — an estimated $45.3K sold.

Mitsubishi UFJ Trust & Banking first reported a position in HE in Q1 2019 and held it in 25 quarters. The position peaked at $11.9M in Q4 2024. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

  • Mitsubishi UFJ Trust & Banking reported no remaining Hawaiian Electric Industries position as of Q3 2025 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 4,261 Hawaiian Electric Industries shares in Q3 2025, an estimated $45.3K.
  • Mitsubishi UFJ Trust & Banking first reported a position in Hawaiian Electric Industries in Q1 2019 and held it in 25 quarters.
  • Mitsubishi UFJ Trust & Banking's Hawaiian Electric Industries position peaked at $11.9M in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q3 2025, filed 31 Oct 2025.