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Strategic Planning Inc’s Hawaiian Electric Industries HE Stock Holding History

Strategic Planning Inc’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
-233,877
Closed -$2.49M – 55
2025
Q2 		$2.49M Sell
233,877
-14,032
-6% -$146K 1.49% 27
2025
Q1 		$2.71M Buy
+247,909
New +$2.5M 1.53% 28

Other funds holding HE

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Strategic Planning Inc's HE Position: Q3 2025 in Review

Strategic Planning Inc sold out of Hawaiian Electric Industries (HE) in Q3 2025, closing a stake of 233,877 shares — an estimated $2.49M sold.

Strategic Planning Inc first reported a position in HE in Q1 2025 and held it in 2 quarters. The position peaked at $2.71M in Q1 2025. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

  • Strategic Planning Inc reported no remaining Hawaiian Electric Industries position as of Q3 2025 after selling out during the quarter.
  • Strategic Planning Inc sold 233,877 Hawaiian Electric Industries shares in Q3 2025, an estimated $2.49M.
  • Strategic Planning Inc first reported a position in Hawaiian Electric Industries in Q1 2025 and held it in 2 quarters.
  • Strategic Planning Inc's Hawaiian Electric Industries position peaked at $2.71M in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

Based on Strategic Planning Inc's 13F filing for Q3 2025, filed 20 Oct 2025.