Shell Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Shell Asset 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 Q3	$53K	Sell	4,777 -7,367	-61%	-$83.9K	0.01%	844
2025 Q2	$129K	Sell	12,144 -1,292	-10%	-$13.5K	﹤0.01%	923
2025 Q1	$147K	Sell	13,436 -493	-4%	-$4.98K	0.01%	899
2024 Q4	$136K	Sell	13,929 -70	-0.5%	-$708	0.01%	966
2024 Q3	$136K	Buy	+13,999	New	+$173K	0.01%	965
2024 Q1	$131K	Sell	14,476 -1,457	-9%	-$18.5K	0.01%	946
2023 Q4	$226K	Sell	15,933 -4,724	-23%	-$61.4K	0.01%	809
2023 Q3	$254K	Sell	20,657 -325	-2%	-$7.91K	0.01%	816
2023 Q2	$760K	Sell	20,982 -20	-0.1%	-$753	0.03%	441
2023 Q1	$806K	Buy	21,002 +11,592	+123%	+$470K	0.03%	415
2022 Q4	$394K	Buy	+9,410	New	+$363K	0.02%	653

Other funds holding HE

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Shell Asset Management's HE Position: Q3 2025 in Review

Shell Asset Management reduced its Hawaiian Electric Industries (HE) stake by 61% in Q3 2025, selling an estimated $83.9K and leaving 4,777 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #844.

Shell Asset Management first reported a position in HE in Q4 2022 and has held it in 11 quarters since. The position peaked at $806K in Q1 2023. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

Shell Asset Management held 4,777 shares of Hawaiian Electric Industries worth $53K as of Q3 2025.
Shell Asset Management sold 7,367 Hawaiian Electric Industries shares in Q3 2025, an estimated $83.9K.
Hawaiian Electric Industries made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #844 holding.
Shell Asset Management first reported a position in Hawaiian Electric Industries in Q4 2022 and has held it in 11 quarters since.
Shell Asset Management's Hawaiian Electric Industries position peaked at $806K in Q1 2023.
294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.