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 Q3	$5.16M	Sell	576,891 -1,440	-0.2%	-$17K	0.19%	103
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return

Moors & Cabot's HE Position: Q3 2026 in Review

Moors & Cabot reduced its Hawaiian Electric Industries (HE) stake by 0.25% in Q3 2026, selling an estimated $17K and leaving 576,891 shares worth $5.16M. The position accounts for 0.19% of the portfolio, ranked #103.

Moors & Cabot first reported a position in HE in Q2 2014 and has held it in 9 quarters since. The position peaked at $7.84M in Q1 2026. 160 funds tracked by Wall St. Rank hold HE as of Q3 2026.

Moors & Cabot held 576,891 shares of Hawaiian Electric Industries worth $5.16M as of Q3 2026.
Moors & Cabot sold 1,440 Hawaiian Electric Industries shares in Q3 2026, an estimated $17K.
Hawaiian Electric Industries made up 0.19% of Moors & Cabot's portfolio in Q3 2026, its #103 holding.
Moors & Cabot first reported a position in Hawaiian Electric Industries in Q2 2014 and has held it in 9 quarters since.
Moors & Cabot's Hawaiian Electric Industries position peaked at $7.84M in Q1 2026.
160 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.