ORG Partners’s Hawaiian Electric Industries HE Stock Holding History

ORG Partners’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 Q4	$1.32K	Buy	+107	New	+$1.24K	﹤0.01%	1504
2024 Q2	–	Hold	0	–	–	–	1801
2023 Q4	–	Hold	0	–	–	–	1119
2023 Q2	–	Hold	0	–	–	–	1353

Other funds holding HE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ORG Partners's HE Position: Q4 2025 in Review

ORG Partners opened a new position in Hawaiian Electric Industries (HE) in Q4 2025: 107 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #1504 among its holdings.

322 funds tracked by Wall St. Rank hold HE as of Q4 2025.

ORG Partners held 107 shares of Hawaiian Electric Industries worth $1.32K as of Q4 2025.
Hawaiian Electric Industries was a new ORG Partners position in Q4 2025.
Hawaiian Electric Industries made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1504 holding.
322 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.