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Vanguard Personalized Indexing Management’s Hawaiian Electric Industries HE Stock Holding History

Vanguard Personalized Indexing 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
2026
Q1 		$192K Buy
12,957
+2,249
+21% +$34K ﹤0.01% 1843
2025
Q4 		$132K Buy
10,708
+514
+5% +$5.96K ﹤0.01% 1782
2025
Q3 		$113K Buy
+10,194
New +$116K ﹤0.01% 1802
2024
Q4 		– Sell
-12,331
Closed -$119K – 1838
2024
Q3 		$119K Sell
12,331
-385
-3% -$4.77K ﹤0.01% 1591
2024
Q2 		$115K Buy
12,716
+15
+0.1% +$156 ﹤0.01% 1513
2024
Q1 		$143K Sell
12,701
-3,402
-21% -$43.2K ﹤0.01% 1491
2023
Q4 		$229K Buy
16,103
+4,834
+43% +$62.9K 0.01% 1350
2023
Q3 		$139K Buy
11,269
+2,010
+22% +$48.9K ﹤0.01% 1348
2023
Q2 		$335K Buy
9,259
+103
+1% +$3.88K 0.01% 1076
2023
Q1 		$352K Buy
+9,156
New +$371K 0.01% 1038
2021
Q2 		– Sell
-4,895
Closed -$217K – 944
2021
Q1 		$217K Sell
4,895
-878
-15% -$32.2K 0.03% 649
2020
Q4 		$204K Sell
5,773
-452
-7% -$16K 0.04% 504
2020
Q3 		$207K Sell
6,225
-802
-11% -$28.1K 0.06% 394
2020
Q2 		$253K Sell
7,027
-2,632
-27% -$102K 0.11% 236
2020
Q1 		$416K Buy
+9,659
New +$447K 0.24% 112

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
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

Vanguard Personalized Indexing Management's HE Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Hawaiian Electric Industries (HE) stake by 21% in Q1 2026, buying an estimated $34K and bringing the position to 12,957 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Vanguard Personalized Indexing Management first reported a position in HE in Q1 2020 and has held it in 15 quarters since. The position peaked at $416K in Q1 2020. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Vanguard Personalized Indexing Management held 12,957 shares of Hawaiian Electric Industries worth $192K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 2,249 Hawaiian Electric Industries shares in Q1 2026, an estimated $34K.
  • Hawaiian Electric Industries made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1843 holding.
  • Vanguard Personalized Indexing Management first reported a position in Hawaiian Electric Industries in Q1 2020 and has held it in 15 quarters since.
  • Vanguard Personalized Indexing Management's Hawaiian Electric Industries position peaked at $416K in Q1 2020.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.