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

Smartleaf 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
2026
Q1 		$35.8K Sell
2,430
-146
-6% -$2.21K ﹤0.01% 1638
2025
Q4 		$32.5K Buy
2,576
+1,983
+334% +$23K ﹤0.01% 1774
2025
Q3 		$6.55K Buy
593
+237
+67% +$2.7K ﹤0.01% 2282
2025
Q2 		$3.79K Sell
356
-48
-12% -$501 ﹤0.01% 2132
2025
Q1 		$4.49K Sell
404
-53
-12% -$536 ﹤0.01% 2228
2024
Q4 		$4.45K Buy
+457
New +$4.62K ﹤0.01% 2290
2024
Q3 		– Sell
-161
Closed -$1.45K – 2939
2024
Q2 		$1.45K Buy
+161
New +$1.67K ﹤0.01% 2326
2024
Q1 		– Sell
-254
Closed -$3.78K – 1867
2023
Q4 		$3.78K Buy
+254
New +$3.3K ﹤0.01% 903

Other funds holding HE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return