SBI Securities
HE icon

SBI Securities’s Hawaiian Electric Industries HE Stock Holding History

SBI Securities’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
Q3 		$100K Buy
11,210
+2,349
+27% +$27.7K ﹤0.01% 905
2026
Q2 		$120K Sell
8,861
-1,434
-14% -$20.4K ﹤0.01% 847
2026
Q1 		$153K Buy
10,295
+772
+8% +$11.7K ﹤0.01% 714
2025
Q4 		$117K Buy
9,523
+816
+9% +$9.46K ﹤0.01% 792
2025
Q3 		$96.1K Buy
8,707
+475
+6% +$5.41K ﹤0.01% 863
2025
Q2 		$87.5K Sell
8,232
-1,249
-13% -$13K ﹤0.01% 866
2025
Q1 		$104K Sell
9,481
-1,221
-11% -$12.3K ﹤0.01% 733
2024
Q4 		$104K Buy
+10,702
New +$108K ﹤0.01% 747

Other funds holding HE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SBI Securities's HE Position: Q3 2026 in Review

SBI Securities increased its Hawaiian Electric Industries (HE) stake by 27% in Q3 2026, buying an estimated $27.7K and bringing the position to 11,210 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

SBI Securities first reported a position in HE in Q4 2024 and has held it in 8 quarters since. The position peaked at $153K in Q1 2026. 160 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • SBI Securities held 11,210 shares of Hawaiian Electric Industries worth $100K as of Q3 2026.
  • SBI Securities bought 2,349 Hawaiian Electric Industries shares in Q3 2026, an estimated $27.7K.
  • Hawaiian Electric Industries made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #905 holding.
  • SBI Securities first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's Hawaiian Electric Industries position peaked at $153K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.