R Squared’s Hawaiian Electric Industries HE Stock Holding History

R Squared’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	-3,740	Closed	-$36.4K	–	802
2024 Q4	$36.4K	Buy	+3,740	New	+$37.8K	0.04%	627

Other funds holding HE

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

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

R Squared's HE Position: Q1 2025 in Review

R Squared sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 3,740 shares — an estimated $36.4K sold.

R Squared first reported a position in HE in Q4 2024 and held it in 1 quarter. The position peaked at $36.4K in Q4 2024. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

R Squared reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
R Squared sold 3,740 Hawaiian Electric Industries shares in Q1 2025, an estimated $36.4K.
R Squared first reported a position in Hawaiian Electric Industries in Q4 2024 and held it in 1 quarter.
R Squared's Hawaiian Electric Industries position peaked at $36.4K in Q4 2024.
289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.