Moisand Fitzgerald Tamayo’s Hawaiian Electric Industries HE Stock Holding History

Moisand Fitzgerald Tamayo’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	-101	Closed	-$1.07K	–	586
2025 Q2	$1.07K	Hold	101	–	–	﹤0.01%	538
2025 Q1	$1.11K	Hold	101	–	–	﹤0.01%	533
2024 Q4	$983	Hold	101	–	–	﹤0.01%	558
2024 Q3	$978	Hold	101	–	–	﹤0.01%	571
2024 Q2	$911	Hold	101	–	–	﹤0.01%	544
2024 Q1	$1.14K	Hold	101	–	–	﹤0.01%	518
2023 Q4	$1.43K	Sell	101 -442	-81%	-$5.75K	﹤0.01%	568
2023 Q3	$6.68K	Buy	543 +15	+3%	+$365	﹤0.01%	386
2023 Q2	$19.1K	Buy	528 +5	+1%	+$188	﹤0.01%	258
2023 Q1	$20.1K	Buy	523 +5	+1%	+$203	﹤0.01%	261
2022 Q4	$21.7K	Buy	518 +4	+0.8%	+$154	﹤0.01%	244
2022 Q3	$18K	Buy	514 +5	+1%	+$201	﹤0.01%	237
2022 Q2	$21K	Buy	+509	New	+$21.4K	0.01%	222
2022 Q1	–	Sell	-501	Closed	-$21K	–	563
2021 Q4	$21K	Buy	+501	New	+$20.3K	0.01%	206

Other funds holding HE

HKAM

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Moisand Fitzgerald Tamayo's HE Position: Q3 2025 in Review

Moisand Fitzgerald Tamayo sold out of Hawaiian Electric Industries (HE) in Q3 2025, closing a stake of 101 shares — an estimated $1.07K sold.

Moisand Fitzgerald Tamayo first reported a position in HE in Q4 2021 and held it in 14 quarters. The position peaked at $21.7K in Q4 2022. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

Moisand Fitzgerald Tamayo reported no remaining Hawaiian Electric Industries position as of Q3 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 101 Hawaiian Electric Industries shares in Q3 2025, an estimated $1.07K.
Moisand Fitzgerald Tamayo first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 14 quarters.
Moisand Fitzgerald Tamayo's Hawaiian Electric Industries position peaked at $21.7K in Q4 2022.
294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2025, filed 23 Oct 2025.