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Wexford Capital’s Hawaiian Electric Industries HE Stock Holding History

Wexford Capital’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
2024
Q4 		– Sell
-406,423
Closed -$3.93M – 227
2024
Q3 		$3.93M Buy
+406,423
New +$5.04M 0.94% 27
2023
Q4 		– Sell
-65,569
Closed -$807K – 256
2023
Q3 		$807K Buy
+65,569
New +$1.6M 0.18% 91
2013
Q3 		– Sell
-50,000
Closed -$1.27M – 229
2013
Q2 		$1.27M Buy
+50,000
New +$1.33M 0.11% 103

Other funds holding HE

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
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
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wexford Capital's HE Position: Q4 2024 in Review

Wexford Capital sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 406,423 shares — an estimated $3.93M sold.

Wexford Capital first reported a position in HE in Q2 2013 and held it in 3 quarters. The position peaked at $3.93M in Q3 2024. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • Wexford Capital reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
  • Wexford Capital sold 406,423 Hawaiian Electric Industries shares in Q4 2024, an estimated $3.93M.
  • Wexford Capital first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 3 quarters.
  • Wexford Capital's Hawaiian Electric Industries position peaked at $3.93M in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Wexford Capital's 13F filing for Q4 2024, filed 14 Feb 2025.