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PSI Advisors’s Hawaiian Electric Industries HE Stock Holding History

PSI Advisors’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
-636
Closed -$6.96K – 335
2025
Q1 		$6.96K Hold
636
– – ﹤0.01% 493
2024
Q4 		$6.19K Hold
636
– – ﹤0.01% 596
2024
Q3 		$6.16K Hold
636
– – ﹤0.01% 628
2024
Q2 		$5.74K Buy
+636
New +$6.61K ﹤0.01% 616

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

PSI Advisors's HE Position: Q2 2025 in Review

PSI Advisors sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 636 shares — an estimated $6.96K sold.

PSI Advisors first reported a position in HE in Q2 2024 and held it in 4 quarters. The position peaked at $6.96K in Q1 2025. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • PSI Advisors reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 636 Hawaiian Electric Industries shares in Q2 2025, an estimated $6.96K.
  • PSI Advisors first reported a position in Hawaiian Electric Industries in Q2 2024 and held it in 4 quarters.
  • PSI Advisors's Hawaiian Electric Industries position peaked at $6.96K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.