Sagefield Capital’s Hawaiian Electric Industries HE Stock Holding History

Sagefield Capital’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	–	Sell	-205,809	Closed	-$3.05M	–	125
2026 Q1	$3.05M	Sell	205,809 -135,800	-40%	-$2.05M	0.22%	88
2025 Q4	$4.2M	Buy	341,609 +66,228	+24%	+$768K	0.36%	74
2025 Q3	$3.04M	Buy	275,381 +20,187	+8%	+$230K	0.34%	68
2025 Q2	$2.71M	Sell	255,194 -30,529	-11%	-$318K	0.38%	53
2025 Q1	$3.13M	Buy	285,723 +160,824	+129%	+$1.62M	0.38%	51
2024 Q4	$1.22M	Buy	+124,899	New	+$1.26M	0.13%	79
2024 Q3	–	Sell	-157,160	Closed	-$1.42M	–	101
2024 Q2	$1.42M	Sell	157,160 -28,071	-15%	-$292K	0.15%	72
2024 Q1	$2.09M	Sell	185,231 -59,882	-24%	-$761K	0.26%	65
2023 Q4	$3.48M	Buy	245,113 +86,873	+55%	+$1.13M	0.45%	46
2023 Q3	$1.95M	Buy	+158,240	New	+$3.85M	0.27%	63

Other funds holding HE

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

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sagefield Capital's HE Position: Q2 2026 in Review

Sagefield Capital sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 205,809 shares — an estimated $3.05M sold.

Sagefield Capital first reported a position in HE in Q3 2023 and held it in 10 quarters. The position peaked at $4.2M in Q4 2025. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Sagefield Capital reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
Sagefield Capital sold 205,809 Hawaiian Electric Industries shares in Q2 2026, an estimated $3.05M.
Sagefield Capital first reported a position in Hawaiian Electric Industries in Q3 2023 and held it in 10 quarters.
Sagefield Capital's Hawaiian Electric Industries position peaked at $4.2M in Q4 2025.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Sagefield Capital's 13F filing for Q2 2026, filed 14 Aug 2026.