SR
HE icon

Syntax Research’s Hawaiian Electric Industries HE Stock Holding History

Syntax Research’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
-508
Closed -$5.61K – 177
2025
Q3 		$5.61K Hold
508
– – ﹤0.01% 159
2025
Q2 		$5.4K Hold
508
– – ﹤0.01% 155
2025
Q1 		$5.57K Hold
508
– – ﹤0.01% 158
2024
Q4 		$4.95K Hold
508
– – ﹤0.01% 168
2024
Q3 		$4.92K Hold
508
– – ﹤0.01% 170
2024
Q2 		$4.58K Hold
508
– – ﹤0.01% 159
2024
Q1 		$5.73K Hold
508
– – ﹤0.01% 151
2023
Q4 		$7.21K Hold
508
– – 0.01% 149
2023
Q3 		$6.26K Buy
+508
New +$12.4K 0.01% 153

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

Syntax Research's HE Position: Q4 2025 in Review

Syntax Research sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 508 shares — an estimated $5.61K sold.

Syntax Research first reported a position in HE in Q3 2023 and held it in 9 quarters. The position peaked at $7.21K in Q4 2023. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

  • Syntax Research reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
  • Syntax Research sold 508 Hawaiian Electric Industries shares in Q4 2025, an estimated $5.61K.
  • Syntax Research first reported a position in Hawaiian Electric Industries in Q3 2023 and held it in 9 quarters.
  • Syntax Research's Hawaiian Electric Industries position peaked at $7.21K in Q4 2023.
  • 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on Syntax Research's 13F filing for Q4 2025, filed 2 Feb 2026.