Voloridge Investment Management
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Voloridge Investment Management’s Hawaiian Electric Industries HE Stock Holding History

Voloridge Investment 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
2025
Q4 		– Sell
-557,127
Closed -$6.15M – 1230
2025
Q3 		$6.15M Sell
557,127
-894,295
-62% -$10.2M 0.02% 688
2025
Q2 		$15.4M Sell
1,451,422
-658,561
-31% -$6.87M 0.06% 400
2025
Q1 		$23.1M Sell
2,109,983
-288,834
-12% -$2.92M 0.09% 315
2024
Q4 		$23.3M Buy
2,398,817
+442,504
+23% +$4.47M 0.08% 305
2024
Q3 		$18.9M Buy
1,956,313
+509,475
+35% +$6.31M 0.07% 390
2024
Q2 		$13.1M Buy
1,446,838
+558,129
+63% +$5.8M 0.05% 498
2024
Q1 		$10M Buy
+888,709
New +$11.3M 0.04% 489
2023
Q3 		– Sell
-19,106
Closed -$692K – 1479
2023
Q2 		$692K Sell
19,106
-12,344
-39% -$465K ﹤0.01% 1185
2023
Q1 		$1.21M Sell
31,450
-97,626
-76% -$3.96M 0.01% 1091
2022
Q4 		$5.4M Sell
129,076
-39,518
-23% -$1.53M 0.03% 618
2022
Q3 		$5.84M Buy
168,594
+56,504
+50% +$2.27M 0.03% 597
2022
Q2 		$4.58M Buy
112,090
+68,671
+158% +$2.89M 0.02% 709
2022
Q1 		$1.84M Sell
43,419
-27,239
-39% -$1.13M 0.01% 981
2021
Q4 		$2.93M Buy
+70,658
New +$2.87M 0.02% 927
2020
Q4 		– Sell
-83,305
Closed -$2.77M – 1420
2020
Q3 		$2.77M Buy
83,305
+30,989
+59% +$1.09M 0.02% 615
2020
Q2 		$1.89M Buy
+52,316
New +$2.03M 0.02% 643
2019
Q4 		– Sell
-6,154
Closed -$281K – 1201
2019
Q3 		$281K Buy
+6,154
New +$274K ﹤0.01% 939

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Voloridge Investment Management's HE Position: Q4 2025 in Review

Voloridge Investment Management sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 557,127 shares — an estimated $6.15M sold.

Voloridge Investment Management first reported a position in HE in Q3 2019 and held it in 17 quarters. The position peaked at $23.3M in Q4 2024. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

  • Voloridge Investment Management reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 557,127 Hawaiian Electric Industries shares in Q4 2025, an estimated $6.15M.
  • Voloridge Investment Management first reported a position in Hawaiian Electric Industries in Q3 2019 and held it in 17 quarters.
  • Voloridge Investment Management's Hawaiian Electric Industries position peaked at $23.3M in Q4 2024.
  • 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on Voloridge Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.