Simplex Trading
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Simplex Trading’s Hawaiian Electric Industries HE Stock Holding History

Simplex Trading’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 		$848K Sell
62,708
-51,157
-45% -$729K ﹤0.01% 2966
2026
Q1 		$1.69M Sell
113,865
-90,805
-44% -$1.37M ﹤0.01% 1980
2025
Q4 		$2.52M Buy
204,670
+149,864
+273% +$1.74M ﹤0.01% 1796
2025
Q3 		$605K Sell
54,806
-5,941
-10% -$67.7K ﹤0.01% 3591
2025
Q2 		$645K Buy
60,747
+52,983
+682% +$553K ﹤0.01% 3237
2025
Q1 		$85K Sell
7,764
-106,485
-93% -$1.08M ﹤0.01% 5221
2024
Q4 		$1.11M Sell
114,249
-94,965
-45% -$960K ﹤0.01% 2736
2024
Q3 		$2.02M Buy
+209,214
New +$2.59M ﹤0.01% 2267
2022
Q1 		– Sell
-1,368
Closed -$57K – 10786
2021
Q4 		$56K Buy
+1,368
New +$55.5K ﹤0.01% 7101
2020
Q4 		– Sell
-3
Closed -$106 – 8617
2020
Q3 		$0 Sell
3
-215
-99% -$7.54K ﹤0.01% 8065
2020
Q2 		$7K Sell
218
-3,541
-94% -$137K ﹤0.01% 6814
2020
Q1 		$161K Buy
+3,759
New +$174K ﹤0.01% 3845
2019
Q3 		– Sell
-211
Closed -$9.38K – 7492
2019
Q2 		$9K Sell
211
-1,282
-86% -$53.7K ﹤0.01% 6166
2019
Q1 		$60K Buy
1,493
+1,394
+1,408% +$53K ﹤0.01% 4858
2018
Q4 		$3K Sell
99
-1,272
-93% -$47.2K ﹤0.01% 6421
2018
Q3 		$48K Buy
+1,371
New +$48.2K ﹤0.01% 5206
2018
Q2 		– Sell
-279
Closed -$9.48K – 7546
2018
Q1 		$9K Buy
+279
New +$9.43K ﹤0.01% 4120
2016
Q2 		– Sell
-1,075
Closed -$35.4K – 6045
2016
Q1 		$34K Buy
+1,075
New +$32.2K ﹤0.01% 2310
2015
Q2 		– Sell
-10
Closed – – 5432
2015
Q1 		$0 Buy
+10
New +$333 ﹤0.01% 5182

Other funds holding HE

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Simplex Trading's HE Position: Q2 2026 in Review

Simplex Trading reduced its Hawaiian Electric Industries (HE) stake by 45% in Q2 2026, selling an estimated $729K and leaving 62,708 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

Simplex Trading first reported a position in HE in Q1 2015 and has held it in 19 quarters since. The position peaked at $2.52M in Q4 2025. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Simplex Trading held 62,708 shares of Hawaiian Electric Industries worth $848K as of Q2 2026.
  • Simplex Trading sold 51,157 Hawaiian Electric Industries shares in Q2 2026, an estimated $729K.
  • Hawaiian Electric Industries made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #2966 holding.
  • Simplex Trading first reported a position in Hawaiian Electric Industries in Q1 2015 and has held it in 19 quarters since.
  • Simplex Trading's Hawaiian Electric Industries position peaked at $2.52M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.