OF
HE icon

Optimize Financial’s Hawaiian Electric Industries HE Stock Holding History

Optimize Financial’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
Q3 		– Sell
-23,643
Closed -$251K – 379
2025
Q2 		$251K Sell
23,643
-170
-0.7% -$1.77K 0.15% 183
2025
Q1 		$261K Buy
+23,813
New +$241K 0.19% 153

Other funds holding HE

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Optimize Financial's HE Position: Q3 2025 in Review

Optimize Financial sold out of Hawaiian Electric Industries (HE) in Q3 2025, closing a stake of 23,643 shares — an estimated $251K sold.

Optimize Financial first reported a position in HE in Q1 2025 and held it in 2 quarters. The position peaked at $261K in Q1 2025. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

  • Optimize Financial reported no remaining Hawaiian Electric Industries position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 23,643 Hawaiian Electric Industries shares in Q3 2025, an estimated $251K.
  • Optimize Financial first reported a position in Hawaiian Electric Industries in Q1 2025 and held it in 2 quarters.
  • Optimize Financial's Hawaiian Electric Industries position peaked at $261K in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.