UMB Bank’s Hawaiian Electric Industries HE Stock Holding History

UMB Bank’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	$10.6K	Buy	715 +235	+49%	+$3.55K	﹤0.01%	1834
2025 Q4	$5.9K	Buy	+480	New	+$5.56K	﹤0.01%	1979
2025 Q2	–	Sell	-4,355	Closed	-$47.7K	–	2156
2025 Q1	$47.7K	Sell	4,355 -362	-8%	-$3.66K	﹤0.01%	1073
2024 Q4	$45.9K	Buy	4,717 +362	+8%	+$3.66K	﹤0.01%	949
2024 Q3	$42.2K	Buy	+4,355	New	+$54K	﹤0.01%	931
2024 Q2	–	Sell	-1,224	Closed	-$13.8K	–	2175
2024 Q1	$13.8K	Hold	1,224	–	–	﹤0.01%	1202
2023 Q4	$17.4K	Sell	1,224 -935	-43%	-$12.2K	﹤0.01%	1108
2023 Q3	$26.6K	Buy	+2,159	New	+$52.5K	﹤0.01%	999
2022 Q1	–	Sell	-62	Closed	-$3K	–	2014
2021 Q4	$3K	Buy	+62	New	+$2.52K	﹤0.01%	1740

Other funds holding HE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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