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Oppenheimer & Co’s Hawaiian Electric Industries HE Stock Holding History

Oppenheimer & Co’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
Q1 		– Sell
-28,775
Closed -$280K – 1612
2024
Q4 		$280K Sell
28,775
-4,000
-12% -$40.4K ﹤0.01% 1300
2024
Q3 		$317K Buy
32,775
+1,775
+6% +$22K ﹤0.01% 1202
2024
Q2 		$280K Hold
31,000
– – ﹤0.01% 1213
2024
Q1 		$349K Buy
31,000
+3,900
+14% +$49.6K 0.01% 1124
2023
Q4 		$385K Sell
27,100
-2,000
-7% -$26K 0.01% 1051
2023
Q3 		$358K Buy
29,100
+19,500
+203% +$474K 0.01% 1073
2023
Q2 		$348K Sell
9,600
-148
-2% -$5.57K 0.01% 1106
2023
Q1 		$374K Sell
9,748
-198
-2% -$8.02K 0.01% 1055
2022
Q4 		$416K Buy
9,946
+2
+0% +$77 0.01% 974
2022
Q3 		$345K Buy
9,944
+169
+2% +$6.8K 0.01% 1020
2022
Q2 		$400K Sell
9,775
-1,606
-14% -$67.5K 0.01% 998
2022
Q1 		$482K Buy
11,381
+1
+0% +$42 0.01% 1025
2021
Q4 		$472K Buy
11,380
+176
+2% +$7.14K 0.01% 1058
2021
Q3 		$457K Buy
11,204
+1
+0% +$43 0.01% 1053
2021
Q2 		$474K Buy
11,203
+5,001
+81% +$217K 0.01% 1052
2021
Q1 		$276K Buy
+6,202
New +$227K 0.01% 1219
2015
Q1 		– Sell
-6,277
Closed -$210K – 1504
2014
Q4 		$210K Buy
+6,277
New +$183K 0.01% 1194

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Oppenheimer & Co's HE Position: Q1 2025 in Review

Oppenheimer & Co sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 28,775 shares — an estimated $280K sold.

Oppenheimer & Co first reported a position in HE in Q4 2014 and held it in 17 quarters. The position peaked at $482K in Q1 2022. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

  • Oppenheimer & Co reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 28,775 Hawaiian Electric Industries shares in Q1 2025, an estimated $280K.
  • Oppenheimer & Co first reported a position in Hawaiian Electric Industries in Q4 2014 and held it in 17 quarters.
  • Oppenheimer & Co's Hawaiian Electric Industries position peaked at $482K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on Oppenheimer & Co's 13F filing for Q1 2025, filed 23 Apr 2025.