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Susquehanna Portfolio Strategies’s Hawaiian Electric Industries HE Stock Holding History

Susquehanna Portfolio Strategies’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
Q4 		– Sell
-70,815
Closed -$782K – 1050
2025
Q3 		$782K Buy
+70,815
New +$807K 0.01% 737
2024
Q3 		– Sell
-11,124
Closed -$100K – 421
2024
Q2 		$100K Sell
11,124
-40,836
-79% -$424K ﹤0.01% 484
2024
Q1 		$586K Sell
51,960
-113,020
-69% -$1.44M 0.01% 562
2023
Q4 		$2.34M Buy
+164,980
New +$2.15M 0.04% 398

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna Portfolio Strategies's HE Position: Q4 2025 in Review

Susquehanna Portfolio Strategies sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 70,815 shares — an estimated $782K sold.

Susquehanna Portfolio Strategies first reported a position in HE in Q4 2023 and held it in 4 quarters. The position peaked at $2.34M in Q4 2023. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

  • Susquehanna Portfolio Strategies reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 70,815 Hawaiian Electric Industries shares in Q4 2025, an estimated $782K.
  • Susquehanna Portfolio Strategies first reported a position in Hawaiian Electric Industries in Q4 2023 and held it in 4 quarters.
  • Susquehanna Portfolio Strategies's Hawaiian Electric Industries position peaked at $2.34M in Q4 2023.
  • 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.