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X-Square Capital’s Hawaiian Electric Industries HE Stock Holding History

X-Square 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
2025
Q2 		– Sell
-36,313
Closed -$398K – 162
2025
Q1 		$398K Hold
36,313
– – 0.17% 117
2024
Q4 		$353K Buy
36,313
+180
+0.5% +$1.82K 0.15% 131
2024
Q3 		$350K Sell
36,133
-28,013
-44% -$347K 0.15% 122
2024
Q2 		$579K Hold
64,146
– – 0.27% 91
2024
Q1 		$723K Buy
64,146
+14,146
+28% +$180K 0.34% 86
2023
Q4 		$710K Buy
+50,000
New +$650K 0.39% 81

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

X-Square Capital's HE Position: Q2 2025 in Review

X-Square Capital sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 36,313 shares — an estimated $398K sold.

X-Square Capital first reported a position in HE in Q4 2023 and held it in 6 quarters. The position peaked at $723K in Q1 2024. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • X-Square Capital reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • X-Square Capital sold 36,313 Hawaiian Electric Industries shares in Q2 2025, an estimated $398K.
  • X-Square Capital first reported a position in Hawaiian Electric Industries in Q4 2023 and held it in 6 quarters.
  • X-Square Capital's Hawaiian Electric Industries position peaked at $723K in Q1 2024.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on X-Square Capital's 13F filing for Q2 2025, filed 5 Aug 2025.