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Summit Securities Group’s Hawaiian Electric Industries HE Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-9,298
Closed -$102K – 1219
2025
Q1 		$102K Buy
+9,298
New +$93.9K 0.02% 233

Other funds holding HE

BlackRock
BlackRock New York $5.72T 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

Summit Securities Group's HE Position: Q2 2025 in Review

Summit Securities Group sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 9,298 shares — an estimated $102K sold.

Summit Securities Group first reported a position in HE in Q1 2025 and held it in 1 quarter. The position peaked at $102K in Q1 2025. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • Summit Securities Group reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 9,298 Hawaiian Electric Industries shares in Q2 2025, an estimated $102K.
  • Summit Securities Group first reported a position in Hawaiian Electric Industries in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's Hawaiian Electric Industries position peaked at $102K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.