UBS Group
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UBS Group’s Hawaiian Electric Industries HE Stock Holding History

UBS Group’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
-210,000
Closed -$2.04M – 10429
2024
Q4 		$2.04M Hold
210,000
– – ﹤0.01% 4695
2024
Q3 		$2.03M Hold
210,000
– – ﹤0.01% 3973
2024
Q2 		$1.89M Hold
210,000
– – ﹤0.01% 3822
2024
Q1 		$2.37M Hold
210,000
– – ﹤0.01% 3776
2023
Q4 		$2.98M Buy
+210,000
New +$2.73M ﹤0.01% 3371

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group's HE Position: Q2 2026 in Review

UBS Group increased its Hawaiian Electric Industries (HE) stake by 37% in Q2 2026, buying an estimated $5.31M and bringing the position to 1,378,357 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

UBS Group first reported a position in HE in Q4 2014 and has held it in 47 quarters since. The position peaked at $60.5M in Q1 2025. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • UBS Group held 1,378,357 shares of Hawaiian Electric Industries worth $18.6M as of Q2 2026.
  • UBS Group bought 372,395 Hawaiian Electric Industries shares in Q2 2026, an estimated $5.31M.
  • Hawaiian Electric Industries made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2758 holding.
  • UBS Group first reported a position in Hawaiian Electric Industries in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Hawaiian Electric Industries position peaked at $60.5M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.