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Versor Investments’s Hawaiian Electric Industries HE Stock Holding History

Versor Investments’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
Q3 		– Sell
-11,100
Closed -$118K – 771
2025
Q2 		$118K Buy
+11,100
New +$116K 0.02% 674
2025
Q1 		– Sell
-32,300
Closed -$314K – 820
2024
Q4 		$314K Sell
32,300
-5,600
-15% -$56.6K 0.05% 548
2024
Q3 		$367K Buy
+37,900
New +$470K 0.06% 525
2024
Q2 		– Sell
-21,000
Closed -$237K – 814
2024
Q1 		$237K Buy
+21,000
New +$267K 0.05% 568
2023
Q4 		– Sell
-34,082
Closed -$420K – 770
2023
Q3 		$420K Buy
34,082
+19,600
+135% +$477K 0.08% 376
2023
Q2 		$524K Sell
14,482
-9,610
-40% -$362K 0.09% 243
2023
Q1 		$925K Sell
24,092
-5,400
-18% -$219K 0.12% 128
2022
Q4 		$1.23M Sell
29,492
-11,098
-27% -$428K 0.11% 99
2022
Q3 		$1.41M Buy
40,590
+18,510
+84% +$745K 0.08% 138
2022
Q2 		$903K Buy
22,080
+2,126
+11% +$89.4K 0.03% 279
2022
Q1 		$844K Buy
19,954
+4,923
+33% +$205K 0.03% 161
2021
Q4 		$624K Buy
15,031
+5,139
+52% +$209K 0.02% 200
2021
Q3 		$404K Buy
+9,892
New +$425K 0.01% 305
2020
Q4 		– Sell
-8,723
Closed -$290K – 188
2020
Q3 		$290K Buy
+8,723
New +$306K 0.02% 219
2020
Q1 		– Sell
-14,400
Closed -$675K – 286
2019
Q4 		$675K Buy
+14,400
New +$645K 0.03% 190

Other funds holding HE

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
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
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 $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Versor Investments's HE Position: Q3 2025 in Review

Versor Investments sold out of Hawaiian Electric Industries (HE) in Q3 2025, closing a stake of 11,100 shares — an estimated $118K sold.

Versor Investments first reported a position in HE in Q4 2019 and held it in 15 quarters. The position peaked at $1.41M in Q3 2022. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

  • Versor Investments reported no remaining Hawaiian Electric Industries position as of Q3 2025 after selling out during the quarter.
  • Versor Investments sold 11,100 Hawaiian Electric Industries shares in Q3 2025, an estimated $118K.
  • Versor Investments first reported a position in Hawaiian Electric Industries in Q4 2019 and held it in 15 quarters.
  • Versor Investments's Hawaiian Electric Industries position peaked at $1.41M in Q3 2022.
  • 294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

Based on Versor Investments's 13F filing for Q3 2025, filed 6 Nov 2025.