Potentia Wealth’s Hawaiian Electric Industries HE Stock Holding History

Potentia Wealth’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 Q3	–	Sell	-10,717	Closed	-$114K	–	95
2025 Q2	$114K	Sell	10,717 -6,134	-36%	-$64K	0.06%	71
2025 Q1	$185K	Sell	16,851 -10,153	-38%	-$103K	0.09%	89
2024 Q4	$263K	Buy	+27,004	New	+$273K	0.12%	86

Other funds holding HE

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Potentia Wealth's HE Position: Q3 2025 in Review

Potentia Wealth sold out of Hawaiian Electric Industries (HE) in Q3 2025, closing a stake of 10,717 shares — an estimated $114K sold.

Potentia Wealth first reported a position in HE in Q4 2024 and held it in 3 quarters. The position peaked at $263K in Q4 2024. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

Potentia Wealth reported no remaining Hawaiian Electric Industries position as of Q3 2025 after selling out during the quarter.
Potentia Wealth sold 10,717 Hawaiian Electric Industries shares in Q3 2025, an estimated $114K.
Potentia Wealth first reported a position in Hawaiian Electric Industries in Q4 2024 and held it in 3 quarters.
Potentia Wealth's Hawaiian Electric Industries position peaked at $263K in Q4 2024.
294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

Based on Potentia Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.