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Steve Schonfeld’s Hawaiian Electric Industries HE Stock Holding History

Steve Schonfeld’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 		– Sell
-37,497
Closed -$399K – 2352
2025
Q2 		$399K Sell
37,497
-7,280
-16% -$75.9K ﹤0.01% 1611
2025
Q1 		$490K Sell
44,777
-289,163
-87% -$2.92M ﹤0.01% 1590
2024
Q4 		$3.25M Buy
333,940
+222,968
+201% +$2.25M 0.02% 645
2024
Q3 		$1.07M Sell
110,972
-134,478
-55% -$1.67M 0.01% 1137
2024
Q2 		$2.21M Buy
245,450
+204,035
+493% +$2.12M 0.01% 865
2024
Q1 		$467K Sell
41,415
-34,285
-45% -$436K ﹤0.01% 1503
2023
Q4 		$1.07M Buy
75,700
+35,400
+88% +$460K 0.01% 1009
2023
Q3 		$496K Buy
40,300
+20,258
+101% +$493K ﹤0.01% 1208
2023
Q2 		$726K Buy
20,042
+14,075
+236% +$530K 0.01% 1089
2023
Q1 		$229K Buy
+5,967
New +$242K ﹤0.01% 1487
2022
Q4 		– Sell
-23,138
Closed -$801K – 2769
2022
Q3 		$801K Sell
23,138
-8,211
-26% -$331K 0.01% 1435
2022
Q2 		$1.28M Sell
31,349
-18,618
-37% -$783K 0.01% 907
2022
Q1 		$2.12M Buy
49,967
+29,567
+145% +$1.23M 0.02% 710
2021
Q4 		$847K Buy
+20,400
New +$828K 0.01% 1015
2021
Q3 		– Sell
-22,795
Closed -$964K – 2273
2021
Q2 		$964K Buy
22,795
+8,595
+61% +$372K 0.01% 948
2021
Q1 		$631K Sell
14,200
-3,600
-20% -$132K 0.01% 1063
2020
Q4 		$630K Buy
+17,800
New +$630K 0.01% 963
2020
Q3 		– Sell
-8,617
Closed -$311K – 1485
2020
Q2 		$311K Sell
8,617
-2,383
-22% -$92.3K 0.01% 981
2020
Q1 		$474K Buy
11,000
+5,268
+92% +$244K 0.03% 604
2019
Q4 		$269K Buy
+5,732
New +$257K 0.01% 1026

Other funds holding HE

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Steve Schonfeld's HE Position: Q3 2025 in Review

Steve Schonfeld sold out of Hawaiian Electric Industries (HE) in Q3 2025, closing a stake of 37,497 shares — an estimated $399K sold.

Steve Schonfeld first reported a position in HE in Q4 2019 and held it in 20 quarters. The position peaked at $3.25M in Q4 2024. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

  • Steve Schonfeld reported no remaining Hawaiian Electric Industries position as of Q3 2025 after selling out during the quarter.
  • Steve Schonfeld sold 37,497 Hawaiian Electric Industries shares in Q3 2025, an estimated $399K.
  • Steve Schonfeld first reported a position in Hawaiian Electric Industries in Q4 2019 and held it in 20 quarters.
  • Steve Schonfeld's Hawaiian Electric Industries position peaked at $3.25M in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.