Neuberger Berman Group
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Neuberger Berman Group’s Hawaiian Electric Industries HE Stock Holding History

Neuberger Berman Group’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 		$163K Buy
12,020
+1,876
+18% +$26.7K ﹤0.01% 2201
2026
Q1 		$151K Buy
+10,144
New +$153K ﹤0.01% 2036
2024
Q1 		– Sell
-37,292
Closed -$529K – 1870
2023
Q4 		$529K Buy
+37,292
New +$485K ﹤0.01% 1690
2023
Q3 		– Sell
-9,428
Closed -$341K – 1839
2023
Q2 		$341K Sell
9,428
-969
-9% -$36.5K ﹤0.01% 1546
2023
Q1 		$399K Sell
10,397
-150
-1% -$6.08K ﹤0.01% 1517
2022
Q4 		$441K Sell
10,547
-2,874
-21% -$111K ﹤0.01% 1485
2022
Q3 		$499K Sell
13,421
-366
-3% -$14.7K ﹤0.01% 1470
2022
Q2 		$595K Buy
13,787
+149
+1% +$6.27K ﹤0.01% 1461
2022
Q1 		$605K Sell
13,638
-786
-5% -$32.7K ﹤0.01% 1488
2021
Q4 		$627K Buy
14,424
+7,270
+102% +$295K ﹤0.01% 1486
2021
Q3 		$318K Buy
7,154
+47
+0.7% +$2.02K ﹤0.01% 1588
2021
Q2 		$327K Sell
7,107
-883
-11% -$38.2K ﹤0.01% 1588
2021
Q1 		$385K Buy
+7,990
New +$293K ﹤0.01% 1543
2018
Q4 		– Sell
-6,810
Closed -$242K – 1614
2018
Q3 		$242K Sell
6,810
-34,519
-84% -$1.21M ﹤0.01% 1504
2018
Q2 		$1.44M Buy
41,329
+22,643
+121% +$769K ﹤0.01% 1130
2018
Q1 		$662K Sell
18,686
-7,677
-29% -$259K ﹤0.01% 1298
2017
Q4 		$953K Buy
+26,363
New +$954K ﹤0.01% 1225

Other funds holding HE

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group's HE Position: Q2 2026 in Review

Neuberger Berman Group increased its Hawaiian Electric Industries (HE) stake by 18% in Q2 2026, buying an estimated $26.7K and bringing the position to 12,020 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Neuberger Berman Group first reported a position in HE in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.44M in Q2 2018. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Neuberger Berman Group held 12,020 shares of Hawaiian Electric Industries worth $163K as of Q2 2026.
  • Neuberger Berman Group bought 1,876 Hawaiian Electric Industries shares in Q2 2026, an estimated $26.7K.
  • Hawaiian Electric Industries made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #2201 holding.
  • Neuberger Berman Group first reported a position in Hawaiian Electric Industries in Q4 2017 and has held it in 17 quarters since.
  • Neuberger Berman Group's Hawaiian Electric Industries position peaked at $1.44M in Q2 2018.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.