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Robertson Stephens Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Robertson Stephens Wealth Management’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
-28,873
Closed -$316K – 568
2025
Q1 		$316K Buy
28,873
+9,500
+49% +$96K 0.01% 449
2024
Q4 		$188K Buy
+19,373
New +$196K 0.01% 545

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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's HE Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 28,873 shares — an estimated $316K sold.

Robertson Stephens Wealth Management first reported a position in HE in Q4 2024 and held it in 2 quarters. The position peaked at $316K in Q1 2025. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • Robertson Stephens Wealth Management reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 28,873 Hawaiian Electric Industries shares in Q2 2025, an estimated $316K.
  • Robertson Stephens Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Hawaiian Electric Industries position peaked at $316K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.