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Principal Securities’s Hawaiian Electric Industries HE Stock Holding History

Principal Securities’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
Q2 		– Sell
-114
Closed -$1.11K – 3771
2025
Q1 		$1.11K Hold
114
– – ﹤0.01% 3182
2024
Q4 		$1.11K Hold
114
– – ﹤0.01% 3175
2024
Q3 		$1.1K Hold
114
– – ﹤0.01% 3112
2024
Q2 		$1.03K Sell
114
-1,270
-92% -$13.2K ﹤0.01% 3064
2024
Q1 		$15.6K Hold
1,384
– – ﹤0.01% 2134
2023
Q4 		$19.6K Buy
+1,384
New +$18K ﹤0.01% 1926

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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

Principal Securities's HE Position: Q2 2025 in Review

Principal Securities sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 114 shares — an estimated $1.11K sold.

Principal Securities first reported a position in HE in Q4 2023 and held it in 6 quarters. The position peaked at $19.6K in Q4 2023. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • Principal Securities reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 114 Hawaiian Electric Industries shares in Q2 2025, an estimated $1.11K.
  • Principal Securities first reported a position in Hawaiian Electric Industries in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Hawaiian Electric Industries position peaked at $19.6K in Q4 2023.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.