PA
HE icon

PharVision Advisers’s Hawaiian Electric Industries HE Stock Holding History

PharVision Advisers’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
-27,327
Closed -$266K – 380
2024
Q4 		$266K Buy
+27,327
New +$276K 0.22% 195

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

PharVision Advisers's HE Position: Q1 2025 in Review

PharVision Advisers sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 27,327 shares — an estimated $266K sold.

PharVision Advisers first reported a position in HE in Q4 2024 and held it in 1 quarter. The position peaked at $266K in Q4 2024. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

  • PharVision Advisers reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
  • PharVision Advisers sold 27,327 Hawaiian Electric Industries shares in Q1 2025, an estimated $266K.
  • PharVision Advisers first reported a position in Hawaiian Electric Industries in Q4 2024 and held it in 1 quarter.
  • PharVision Advisers's Hawaiian Electric Industries position peaked at $266K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on PharVision Advisers's 13F filing for Q1 2025, filed 15 May 2025.