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Tucker Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Tucker Asset 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
Q4 		$31.6K Buy
+2,566
New +$29.7K 0.01% 383
2025
Q1 		– Sell
-841
Closed -$8.18K – 584
2024
Q4 		$8.18K Hold
841
– – ﹤0.01% 833
2024
Q3 		$8.14K Sell
841
-797
-49% -$9.88K ﹤0.01% 765
2024
Q2 		$14.8K Hold
1,638
– – ﹤0.01% 725
2024
Q1 		$18.5K Buy
1,638
+329
+25% +$4.18K ﹤0.01% 697
2023
Q4 		$18.6K Buy
1,309
+200
+18% +$2.6K ﹤0.01% 558
2023
Q3 		$13.7K Buy
+1,109
New +$27K ﹤0.01% 583

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

Tucker Asset Management's HE Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Hawaiian Electric Industries (HE) in Q4 2025: 2,566 shares worth $31.6K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in HE as recently as Q4 2024.

Tucker Asset Management first reported a position in HE in Q3 2023 and has held it in 7 quarters since. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

  • Tucker Asset Management held 2,566 shares of Hawaiian Electric Industries worth $31.6K as of Q4 2025.
  • Hawaiian Electric Industries was a new Tucker Asset Management position in Q4 2025.
  • Hawaiian Electric Industries made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #383 holding.
  • Tucker Asset Management first reported a position in Hawaiian Electric Industries in Q3 2023 and has held it in 7 quarters since.
  • 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.