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Peapack-Gladstone Financial Corp’s Hawaiian Electric Industries HE Stock Holding History

Peapack-Gladstone Financial Corp’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
Q1 		– Sell
-10,674
Closed -$104K – 699
2024
Q4 		$104K Sell
10,674
-8,281
-44% -$83.7K ﹤0.01% 677
2024
Q3 		$184K Buy
+18,955
New +$235K ﹤0.01% 662

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Peapack-Gladstone Financial Corp's HE Position: Q1 2025 in Review

Peapack-Gladstone Financial Corp sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 10,674 shares — an estimated $104K sold.

Peapack-Gladstone Financial Corp first reported a position in HE in Q3 2024 and held it in 2 quarters. The position peaked at $184K in Q3 2024. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

  • Peapack-Gladstone Financial Corp reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 10,674 Hawaiian Electric Industries shares in Q1 2025, an estimated $104K.
  • Peapack-Gladstone Financial Corp first reported a position in Hawaiian Electric Industries in Q3 2024 and held it in 2 quarters.
  • Peapack-Gladstone Financial Corp's Hawaiian Electric Industries position peaked at $184K in Q3 2024.
  • 289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2025, filed 12 May 2025.