Moors & Cabot’s Hawaiian Electric Industries HE Stock Holding History

Moors & Cabot’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	$7.82M	Buy	578,331 +50,125	+9%	+$714K	0.3%	64
2026 Q1	$7.84M	Buy	528,206 +68,555	+15%	+$1.04M	0.34%	55
2025 Q4	$5.65M	Buy	459,651 +80,919	+21%	+$938K	0.24%	85
2025 Q3	$4.18M	Buy	378,732 +153,070	+68%	+$1.74M	0.18%	108
2025 Q2	$2.4M	Buy	225,662 +122,737	+119%	+$1.28M	0.11%	173
2025 Q1	$1.13M	Buy	+102,925	New	+$1.04M	0.06%	294
2014 Q4	–	Sell	-13,779	Closed	-$368K	–	524
2014 Q3	$368K	Buy	13,779 +1,005	+8%	+$24.9K	0.06%	328
2014 Q2	$326K	Buy	+12,774	New	+$311K	0.06%	362

Other funds holding HE

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moors & Cabot's HE Position: Q2 2026 in Review

Moors & Cabot increased its Hawaiian Electric Industries (HE) stake by 9.5% in Q2 2026, buying an estimated $714K and bringing the position to 578,331 shares worth $7.82M. The position accounts for 0.3% of the portfolio, ranked #64.

Moors & Cabot first reported a position in HE in Q2 2014 and has held it in 8 quarters since. The position peaked at $7.84M in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Moors & Cabot held 578,331 shares of Hawaiian Electric Industries worth $7.82M as of Q2 2026.
Moors & Cabot bought 50,125 Hawaiian Electric Industries shares in Q2 2026, an estimated $714K.
Hawaiian Electric Industries made up 0.3% of Moors & Cabot's portfolio in Q2 2026, its #64 holding.
Moors & Cabot first reported a position in Hawaiian Electric Industries in Q2 2014 and has held it in 8 quarters since.
Moors & Cabot's Hawaiian Electric Industries position peaked at $7.84M in Q1 2026.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.