Pathstone Holdings
HE icon

Pathstone Holdings’s Hawaiian Electric Industries HE Stock Holding History

Pathstone Holdings’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 		$169K Buy
11,384
+138
+1% +$2.09K ﹤0.01% 2128
2025
Q4 		$138K Buy
11,246
+1,212
+12% +$14K ﹤0.01% 2148
2025
Q3 		$111K Buy
+10,034
New +$114K ﹤0.01% 2263
2024
Q3 		– Sell
-31,745
Closed -$286K – 2361
2024
Q2 		$286K Sell
31,745
-143,164
-82% -$1.49M ﹤0.01% 1965
2024
Q1 		$1.97M Sell
174,909
-43,930
-20% -$558K 0.01% 909
2023
Q4 		$3.11M Buy
+218,839
New +$2.85M 0.02% 575

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