T
HE icon

Tidemark’s Hawaiian Electric Industries HE Stock Holding History

Tidemark’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 		$10.4K Hold
699
– – ﹤0.01% 461
2025
Q4 		$8.6K Hold
699
– – ﹤0.01% 443
2025
Q3 		$7.72K Hold
699
– – ﹤0.01% 483
2025
Q2 		$7.43K Hold
699
– – ﹤0.01% 480
2025
Q1 		$7.65K Hold
699
– – ﹤0.01% 464
2024
Q4 		$6.8K Hold
699
– – ﹤0.01% 479
2024
Q3 		$6.77K Hold
699
– – ﹤0.01% 470
2024
Q2 		$6.3K Hold
699
– – ﹤0.01% 450
2024
Q1 		$7.88K Hold
699
– – ﹤0.01% 468
2023
Q4 		$9.92K Buy
+699
New +$9.09K 0.01% 423

Other funds holding HE

BlackRock
BlackRock New York $5.7T 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