TFC Financial Management’s Hawaiian Electric Industries HE Stock Holding History

TFC Financial Management’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 Q1	–	Sell	-41	Closed	-$399	–	993
2024 Q4	$399	Hold	41	–	–	﹤0.01%	690
2024 Q3	$397	Hold	41	–	–	﹤0.01%	696
2024 Q2	$370	Buy	+41	New	+$426	﹤0.01%	679
2023 Q2	–	Sell	-2,420	Closed	-$92.9K	–	685
2023 Q1	$92.9K	Hold	2,420	–	–	0.02%	175
2022 Q4	$101K	Buy	2,420 +20	+0.8%	+$772	0.03%	153
2022 Q3	$83K	Hold	2,400	–	–	0.03%	167
2022 Q2	$98K	Hold	2,400	–	–	0.03%	157
2022 Q1	$102K	Hold	2,400	–	–	0.03%	158
2021 Q4	$100K	Hold	2,400	–	–	0.03%	162
2021 Q3	$98K	Hold	2,400	–	–	0.03%	161
2021 Q2	$101K	Hold	2,400	–	–	0.03%	156
2021 Q1	$107K	Hold	2,400	–	–	0.04%	138
2020 Q4	$85K	Hold	2,400	–	–	0.04%	159
2020 Q3	$80K	Buy	+2,400	New	+$84.2K	0.04%	140

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TFC Financial Management's HE Position: Q1 2025 in Review

TFC Financial Management sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 41 shares — an estimated $399 sold.

TFC Financial Management first reported a position in HE in Q3 2020 and held it in 14 quarters. The position peaked at $107K in Q1 2021. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

TFC Financial Management reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
TFC Financial Management sold 41 Hawaiian Electric Industries shares in Q1 2025, an estimated $399.
TFC Financial Management first reported a position in Hawaiian Electric Industries in Q3 2020 and held it in 14 quarters.
TFC Financial Management's Hawaiian Electric Industries position peaked at $107K in Q1 2021.
289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.