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 		$3.48M Buy
256,900
+2,400
+0.9% +$34.2K ﹤0.01% 1496
2026
Q1 		$3.78M Sell
254,500
-75,700
-23% -$1.14M ﹤0.01% 1320
2025
Q4 		$4.06M Sell
330,200
-219,700
-40% -$2.55M ﹤0.01% 1444
2025
Q3 		$4.97M Buy
549,900
+437,000
+387% +$4.98M ﹤0.01% 1458
2025
Q2 		$1.2M Sell
112,900
-89,100
-44% -$930K ﹤0.01% 2599
2025
Q1 		$2.21M Buy
202,000
+11,600
+6% +$117K ﹤0.01% 1946
2024
Q4 		$1.85M Sell
190,400
-52,700
-22% -$533K ﹤0.01% 2260
2024
Q3 		$2.35M Buy
243,100
+145,700
+150% +$1.81M ﹤0.01% 2139
2024
Q2 		$878K Sell
97,400
-45,100
-32% -$469K ﹤0.01% 3052
2024
Q1 		$1.6M Sell
142,500
-90,500
-39% -$1.15M ﹤0.01% 2626
2023
Q4 		$3.31M Sell
233,000
-246,000
-51% -$3.2M ﹤0.01% 1910
2023
Q3 		$5.9M Buy
479,000
+477,100
+25,111% +$11.6M ﹤0.01% 1232
2023
Q2 		$68K Sell
1,900
-600
-24% -$22.6K ﹤0.01% 5509
2023
Q1 		$96K Sell
2,500
-3,300
-57% -$134K ﹤0.01% 5196
2022
Q4 		$242K Buy
5,800
+1,200
+26% +$46.3K ﹤0.01% 3993
2022
Q3 		$159K Buy
4,600
+500
+12% +$20.1K ﹤0.01% 4919
2022
Q2 		$167K Buy
4,100
+1,800
+78% +$75.7K ﹤0.01% 4848
2022
Q1 		$97K Buy
2,300
+1,000
+77% +$41.7K ﹤0.01% 6191
2021
Q4 		$53K Buy
1,300
+300
+30% +$12.2K ﹤0.01% 7189
2021
Q3 		$42K Hold
1,000
– – ﹤0.01% 7724
2021
Q2 		$42K Buy
1,000
+688
+221% +$29.8K ﹤0.01% 7862
2021
Q1 		$1.39M Buy
312
+278
+818% +$10.2K ﹤0.01% 2044
2020
Q4 		$120K Buy
34
+7
+26% +$248 ﹤0.01% 5255
2020
Q3 		$89K Buy
27
+18
+200% +$631 ﹤0.01% 5031
2020
Q2 		$32K Buy
9
+6
+200% +$232 ﹤0.01% 5870
2020
Q1 		$12K Buy
3
+2
+200% +$92 ﹤0.01% 6348
2019
Q4 		$4K Sell
1
-33
-97% -$1.48K ﹤0.01% 6769
2019
Q3 		$155K Buy
34
+32
+1,600% +$1.42K ﹤0.01% 3835
2019
Q2 		$8K Buy
2
+1
+100% +$42 ﹤0.01% 6223
2019
Q1 		$4K Hold
1
– – ﹤0.01% 6561
2018
Q4 		$3K Sell
1
-1
-50% -$37 ﹤0.01% 6420
2018
Q3 		$7K Buy
+2
New +$70 ﹤0.01% 6602
2018
Q1 		– Sell
-52
Closed -$11K – 6419
2017
Q4 		$11K Sell
52
-27
-34% -$977 ﹤0.01% 3808
2017
Q3 		$7K Buy
79
+12
+18% +$397 ﹤0.01% 4094
2017
Q2 		$1K Sell
67
-5
-7% -$166 ﹤0.01% 5613
2017
Q1 		$2K Buy
72
+27
+60% +$896 ﹤0.01% 5256
2016
Q4 		$12K Sell
45
-1
-2% -$30 ﹤0.01% 3554
2016
Q3 		$3K Hold
46
– – ﹤0.01% 4681
2016
Q2 		$2K Buy
+46
New +$1.52K ﹤0.01% 4926
2015
Q1 		– Sell
-39
Closed -$21K – 5181
2014
Q4 		$21K Buy
+39
New +$1.14K ﹤0.01% 2008

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.