TC
HE icon

TwinBeech Capital’s Hawaiian Electric Industries HE Stock Holding History

TwinBeech 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
2024
Q4 		– Sell
-56,647
Closed -$548K – 740
2024
Q3 		$548K Buy
+56,647
New +$702K 0.01% 583
2024
Q2 		– Sell
-11,655
Closed -$131K – 644
2024
Q1 		$131K Sell
11,655
-238,968
-95% -$3.04M ﹤0.01% 506
2023
Q4 		$3.56M Buy
+250,623
New +$3.26M 0.06% 321

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TwinBeech Capital's HE Position: Q4 2024 in Review

TwinBeech Capital sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 56,647 shares — an estimated $548K sold.

TwinBeech Capital first reported a position in HE in Q4 2023 and held it in 3 quarters. The position peaked at $3.56M in Q4 2023. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • TwinBeech Capital reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
  • TwinBeech Capital sold 56,647 Hawaiian Electric Industries shares in Q4 2024, an estimated $548K.
  • TwinBeech Capital first reported a position in Hawaiian Electric Industries in Q4 2023 and held it in 3 quarters.
  • TwinBeech Capital's Hawaiian Electric Industries position peaked at $3.56M in Q4 2023.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on TwinBeech Capital's 13F filing for Q4 2024, filed 14 Feb 2025.