Ray Dalio
HE icon

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
Q2 		$1.16M Buy
85,706
+59,145
+223% +$843K ﹤0.01% 813
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ray Dalio's HE Position: Q2 2026 in Review

Ray Dalio increased its Hawaiian Electric Industries (HE) stake by 223% in Q2 2026, buying an estimated $843K and bringing the position to 85,706 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Ray Dalio first reported a position in HE in Q4 2021 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Ray Dalio held 85,706 shares of Hawaiian Electric Industries worth $1.16M as of Q2 2026.
  • Ray Dalio bought 59,145 Hawaiian Electric Industries shares in Q2 2026, an estimated $843K.
  • Hawaiian Electric Industries made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #813 holding.
  • Ray Dalio first reported a position in Hawaiian Electric Industries in Q4 2021 and has held it in 7 quarters since.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.