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Winton Group’s Hawaiian Electric Industries HE Stock Holding History

Winton Group’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 		$1.22M Sell
82,261
-8,065
-9% -$122K 0.04% 474
2025
Q4 		$1.11M Buy
+90,326
New +$1.05M 0.04% 446
2023
Q3 		– Sell
-19,939
Closed -$722K – 840
2023
Q2 		$722K Sell
19,939
-49,413
-71% -$1.86M 0.06% 213
2023
Q1 		$2.66M Buy
69,352
+6,198
+10% +$251K 0.16% 144
2022
Q4 		$2.64M Sell
63,154
-11,960
-16% -$462K 0.17% 144
2022
Q3 		$2.6M Sell
75,114
-9,999
-12% -$402K 0.17% 142
2022
Q2 		$3.48M Buy
85,113
+7,239
+9% +$304K 0.18% 126
2022
Q1 		$3.29M Buy
77,874
+15,499
+25% +$646K 0.17% 117
2021
Q4 		$2.59M Buy
62,375
+9,307
+18% +$378K 0.16% 142
2021
Q3 		$2.17M Buy
53,068
+4,630
+10% +$199K 0.12% 159
2021
Q2 		$2.05M Buy
48,438
+5,035
+12% +$218K 0.11% 180
2021
Q1 		$1.93M Buy
43,403
+3,742
+9% +$137K 0.11% 163
2020
Q4 		$1.4M Sell
39,661
-76,848
-66% -$2.72M 0.1% 236
2020
Q3 		$3.87M Sell
116,509
-50,297
-30% -$1.76M 0.13% 218
2020
Q2 		$6.01M Sell
166,806
-140,047
-46% -$5.43M 0.16% 151
2020
Q1 		$13.2M Sell
306,853
-141,181
-32% -$6.53M 0.35% 24
2019
Q4 		$21M Sell
448,034
-182,827
-29% -$8.19M 0.29% 42
2019
Q3 		$28.8M Buy
630,861
+38,740
+7% +$1.72M 0.34% 95
2019
Q2 		$25.8M Sell
592,121
-27,271
-4% -$1.14M 0.5% 53
2019
Q1 		$25.3M Sell
619,392
-119,813
-16% -$4.55M 0.51% 51
2018
Q4 		$27.1M Buy
739,205
+242,793
+49% +$9.01M 0.58% 36
2018
Q3 		$17.7M Buy
496,412
+154,220
+45% +$5.43M 0.37% 77
2018
Q2 		$11.7M Buy
342,192
+334,870
+4,573% +$11.4M 0.3% 90
2018
Q1 		$252K Buy
+7,322
New +$247K 0.01% 1043
2017
Q4 		– Sell
-211,981
Closed -$7.07M – 675
2017
Q3 		$7.07M Buy
+211,981
New +$7.01M 0.23% 112
2017
Q1 		– Sell
-39,785
Closed -$1.32M – 456
2016
Q4 		$1.32M Buy
+39,785
New +$1.21M 0.04% 295

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

Winton Group's HE Position: Q1 2026 in Review

Winton Group reduced its Hawaiian Electric Industries (HE) stake by 8.9% in Q1 2026, selling an estimated $122K and leaving 82,261 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #474.

Winton Group first reported a position in HE in Q4 2016 and has held it in 26 quarters since. The position peaked at $28.8M in Q3 2019. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Winton Group held 82,261 shares of Hawaiian Electric Industries worth $1.22M as of Q1 2026.
  • Winton Group sold 8,065 Hawaiian Electric Industries shares in Q1 2026, an estimated $122K.
  • Hawaiian Electric Industries made up 0.04% of Winton Group's portfolio in Q1 2026, its #474 holding.
  • Winton Group first reported a position in Hawaiian Electric Industries in Q4 2016 and has held it in 26 quarters since.
  • Winton Group's Hawaiian Electric Industries position peaked at $28.8M in Q3 2019.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.