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Syon Capital’s Hawaiian Electric Industries HE Stock Holding History

Syon Capital’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
Q2 		$569K Sell
42,060
-1,371
-3% -$19.5K 0.02% 577
2026
Q1 		$645K Buy
43,431
+757
+2% +$11.4K 0.03% 463
2025
Q4 		$525K Buy
42,674
+1,928
+5% +$22.3K 0.03% 545
2025
Q3 		$450K Buy
40,746
+26,768
+192% +$305K 0.02% 528
2025
Q2 		$149K Buy
+13,978
New +$146K 0.01% 713

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Syon Capital's HE Position: Q2 2026 in Review

Syon Capital reduced its Hawaiian Electric Industries (HE) stake by 3.2% in Q2 2026, selling an estimated $19.5K and leaving 42,060 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #577.

Syon Capital first reported a position in HE in Q2 2025 and has held it in 5 quarters since. The position peaked at $645K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Syon Capital held 42,060 shares of Hawaiian Electric Industries worth $569K as of Q2 2026.
  • Syon Capital sold 1,371 Hawaiian Electric Industries shares in Q2 2026, an estimated $19.5K.
  • Hawaiian Electric Industries made up 0.02% of Syon Capital's portfolio in Q2 2026, its #577 holding.
  • Syon Capital first reported a position in Hawaiian Electric Industries in Q2 2025 and has held it in 5 quarters since.
  • Syon Capital's Hawaiian Electric Industries position peaked at $645K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.