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Red Tortoise LLC’s Hawaiian Electric Industries HE Stock Holding History

Red Tortoise LLC’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
-260
Closed -$2.53K – 611
2024
Q4 		$2.53K Buy
+260
New +$2.63K ﹤0.01% 485
2024
Q2 		– Sell
-277
Closed -$3.12K – 586
2024
Q1 		$3.12K Hold
277
– – ﹤0.01% 430
2023
Q4 		$3.93K Hold
277
– – ﹤0.01% 337
2023
Q3 		$3.41K Buy
+277
New +$6.74K ﹤0.01% 346

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
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
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
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

Red Tortoise LLC's HE Position: Q1 2025 in Review

Red Tortoise LLC sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 260 shares — an estimated $2.53K sold.

Red Tortoise LLC first reported a position in HE in Q3 2023 and held it in 4 quarters. The position peaked at $3.93K in Q4 2023. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

  • Red Tortoise LLC reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
  • Red Tortoise LLC sold 260 Hawaiian Electric Industries shares in Q1 2025, an estimated $2.53K.
  • Red Tortoise LLC first reported a position in Hawaiian Electric Industries in Q3 2023 and held it in 4 quarters.
  • Red Tortoise LLC's Hawaiian Electric Industries position peaked at $3.93K in Q4 2023.
  • 289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on Red Tortoise LLC's 13F filing for Q1 2025, filed 25 Apr 2025.