Paces Ferry Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Paces Ferry Wealth Advisors’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	–	Sell	-12,617	Closed	-$139K	–	135
2025 Q3	$139K	Sell	12,617 -500	-4%	-$5.7K	0.06%	126
2025 Q2	$139K	Sell	13,117 -3,982	-23%	-$41.5K	0.06%	119
2025 Q1	$187K	Sell	17,099 -2,137	-11%	-$21.6K	0.09%	120
2024 Q4	$187K	Sell	19,236 -3,861	-17%	-$39K	0.09%	128
2024 Q3	$224K	Buy	+23,097	New	+$286K	0.13%	107
2020 Q4	–	Sell	-10	Closed	–	–	543
2020 Q3	$0	Buy	+10	New	+$351	﹤0.01%	1167

Other funds holding HE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paces Ferry Wealth Advisors's HE Position: Q4 2025 in Review

Paces Ferry Wealth Advisors sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 12,617 shares — an estimated $139K sold.

Paces Ferry Wealth Advisors first reported a position in HE in Q3 2020 and held it in 6 quarters. The position peaked at $224K in Q3 2024. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

Paces Ferry Wealth Advisors reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 12,617 Hawaiian Electric Industries shares in Q4 2025, an estimated $139K.
Paces Ferry Wealth Advisors first reported a position in Hawaiian Electric Industries in Q3 2020 and held it in 6 quarters.
Paces Ferry Wealth Advisors's Hawaiian Electric Industries position peaked at $224K in Q3 2024.
321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.