Ray Dalio’s Hawaiian Electric Industries HE Stock Holding History

Ray Dalio’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
2026 Q1	$394K	Buy	+26,561	New	+$402K	﹤0.01%	917
2023 Q1	–	Sell	-25,250	Closed	-$1.06M	–	795
2022 Q4	$1.06M	Buy	25,250 +8,067	+47%	+$311K	0.01%	638
2022 Q3	$596K	Sell	17,183 -2,121	-11%	-$85.4K	﹤0.01%	764
2022 Q2	$790K	Buy	19,304 +5,864	+44%	+$247K	﹤0.01%	833
2022 Q1	$569K	Buy	13,440 +7,430	+124%	+$309K	﹤0.01%	872
2021 Q4	$249K	Buy	+6,010	New	+$244K	﹤0.01%	708

Other funds holding HE

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ray Dalio's HE Position: Q1 2026 in Review

Ray Dalio opened a new position in Hawaiian Electric Industries (HE) in Q1 2026: 26,561 shares worth $394K. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: Ray Dalio previously reported a position in HE as recently as Q4 2022.

Ray Dalio first reported a position in HE in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2022. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

Ray Dalio held 26,561 shares of Hawaiian Electric Industries worth $394K as of Q1 2026.
Hawaiian Electric Industries was a new Ray Dalio position in Q1 2026.
Hawaiian Electric Industries made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #917 holding.
Ray Dalio first reported a position in Hawaiian Electric Industries in Q4 2021 and has held it in 6 quarters since.
Ray Dalio's Hawaiian Electric Industries position peaked at $1.06M in Q4 2022.
339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.