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Truvestments Capital’s Hawaiian Electric Industries HE Stock Holding History

Truvestments 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
2025
Q1 		– Sell
-200
Closed -$1.95K – 1083
2024
Q4 		$1.95K Hold
200
– – ﹤0.01% 845
2024
Q3 		$1.94K Buy
+200
New +$2.48K ﹤0.01% 800
2024
Q2 		– Sell
-200
Closed -$2.25K – 418
2024
Q1 		$2.25K Hold
200
– – ﹤0.01% 615
2023
Q4 		$2.84K Buy
+200
New +$2.6K ﹤0.01% 655
2018
Q3 		$12K Buy
+344
New +$12.1K 0.01% 602

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Truvestments Capital's HE Position: Q1 2025 in Review

Truvestments Capital sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 200 shares — an estimated $1.95K sold.

Truvestments Capital first reported a position in HE in Q3 2018 and held it in 5 quarters. The position peaked at $12K in Q3 2018. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

  • Truvestments Capital reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
  • Truvestments Capital sold 200 Hawaiian Electric Industries shares in Q1 2025, an estimated $1.95K.
  • Truvestments Capital first reported a position in Hawaiian Electric Industries in Q3 2018 and held it in 5 quarters.
  • Truvestments Capital's Hawaiian Electric Industries position peaked at $12K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.