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Oxford Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Oxford 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
2026
Q2 		– Sell
-24,206
Closed -$359K – 485
2026
Q1 		$359K Buy
+24,206
New +$366K 0.15% 222
2017
Q4 		– Sell
-7,198
Closed -$242K – 1715
2017
Q3 		$242K Sell
7,198
-102
-1% -$3.38K ﹤0.01% 1385
2017
Q2 		$236K Sell
7,300
-9,737
-57% -$324K ﹤0.01% 1318
2017
Q1 		$568K Buy
+17,037
New +$565K 0.01% 1012

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oxford Asset Management's HE Position: Q2 2026 in Review

Oxford Asset Management sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 24,206 shares — an estimated $359K sold.

Oxford Asset Management first reported a position in HE in Q1 2017 and held it in 4 quarters. The position peaked at $568K in Q1 2017. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Oxford Asset Management reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • Oxford Asset Management sold 24,206 Hawaiian Electric Industries shares in Q2 2026, an estimated $359K.
  • Oxford Asset Management first reported a position in Hawaiian Electric Industries in Q1 2017 and held it in 4 quarters.
  • Oxford Asset Management's Hawaiian Electric Industries position peaked at $568K in Q1 2017.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.