OC
HE icon

Optima Capital’s Hawaiian Electric Industries HE Stock Holding History

Optima Capital’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
Q1 		– Sell
-44
Closed -$541 – 647
2025
Q4 		$541 Buy
+44
New +$510 ﹤0.01% 1169

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optima Capital's HE Position: Q1 2026 in Review

Optima Capital sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 44 shares — an estimated $541 sold.

Optima Capital first reported a position in HE in Q4 2025 and held it in 1 quarter. The position peaked at $541 in Q4 2025. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Optima Capital reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 44 Hawaiian Electric Industries shares in Q1 2026, an estimated $541.
  • Optima Capital first reported a position in Hawaiian Electric Industries in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Hawaiian Electric Industries position peaked at $541 in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.