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OFI Invest Asset Management’s Hawaiian Electric Industries HE Stock Holding History

OFI Invest Asset Management’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
Q2 		– Sell
-30,400
Closed -$308K – 337
2025
Q1 		$308K Buy
+30,400
New +$307K 0.01% 251

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

OFI Invest Asset Management's HE Position: Q2 2025 in Review

OFI Invest Asset Management sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 30,400 shares — an estimated $308K sold.

OFI Invest Asset Management first reported a position in HE in Q1 2025 and held it in 1 quarter. The position peaked at $308K in Q1 2025. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • OFI Invest Asset Management reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • OFI Invest Asset Management sold 30,400 Hawaiian Electric Industries shares in Q2 2025, an estimated $308K.
  • OFI Invest Asset Management first reported a position in Hawaiian Electric Industries in Q1 2025 and held it in 1 quarter.
  • OFI Invest Asset Management's Hawaiian Electric Industries position peaked at $308K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on OFI Invest Asset Management's 13F filing for Q2 2025, filed 25 Jul 2025.