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Susquehanna Fundamental Investments’s Hawaiian Electric Industries HE Stock Holding History

Susquehanna Fundamental Investments’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 		– Sell
-111,644
Closed -$1.37M – 570
2025
Q4 		$1.37M Sell
111,644
-338,978
-75% -$3.93M 0.05% 302
2025
Q3 		$4.97M Hold
450,622
– – 0.19% 130
2025
Q2 		$4.79M Sell
450,622
-100,023
-18% -$1.04M 0.13% 209
2025
Q1 		$6.03M Buy
550,645
+210,154
+62% +$2.12M 0.08% 282
2024
Q4 		$3.31M Buy
+340,491
New +$3.44M 0.05% 416
2023
Q2 		– Sell
-21,706
Closed -$834K – 749
2023
Q1 		$834K Hold
21,706
– – 0.02% 560
2022
Q4 		$908K Sell
21,706
-42,324
-66% -$1.63M 0.02% 677
2022
Q3 		$2.22M Buy
+64,030
New +$2.58M 0.04% 547
2019
Q4 		– Sell
-21,400
Closed -$976K – 324
2019
Q3 		$976K Sell
21,400
-7,100
-25% -$316K 0.12% 186
2019
Q2 		$1.24M Sell
28,500
-11,700
-29% -$490K 0.14% 168
2019
Q1 		$1.64M Hold
40,200
– – 0.19% 161
2018
Q4 		$1.47M Buy
40,200
+21,400
+114% +$794K 0.26% 127
2018
Q3 		$669K Buy
18,800
+7,100
+61% +$250K 0.11% 209
2018
Q2 		$401K Sell
11,700
-9,400
-45% -$319K 0.06% 288
2018
Q1 		$725K Buy
+21,100
New +$713K 0.09% 295

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

Susquehanna Fundamental Investments's HE Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 111,644 shares — an estimated $1.37M sold.

Susquehanna Fundamental Investments first reported a position in HE in Q1 2018 and held it in 15 quarters. The position peaked at $6.03M in Q1 2025. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 111,644 Hawaiian Electric Industries shares in Q1 2026, an estimated $1.37M.
  • Susquehanna Fundamental Investments first reported a position in Hawaiian Electric Industries in Q1 2018 and held it in 15 quarters.
  • Susquehanna Fundamental Investments's Hawaiian Electric Industries position peaked at $6.03M in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.