YIH
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Y-Intercept (HK)’s Hawaiian Electric Industries HE Stock Holding History

Y-Intercept (HK)’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
-204,200
Closed -$2.25M – 1720
2025
Q3 		$2.25M Buy
204,200
+86,117
+73% +$981K 0.05% 544
2025
Q2 		$1.26M Buy
118,083
+96,425
+445% +$1.01M 0.03% 836
2025
Q1 		$237K Buy
+21,658
New +$219K 0.02% 995
2024
Q4 		– Sell
-32,679
Closed -$316K – 1383
2024
Q3 		$316K Buy
+32,679
New +$405K 0.02% 997
2024
Q2 		– Sell
-151,426
Closed -$1.71M – 1594
2024
Q1 		$1.71M Buy
151,426
+38,979
+35% +$495K 0.13% 202
2023
Q4 		$1.6M Buy
112,447
+65,405
+139% +$850K 0.15% 186
2023
Q3 		$579K Buy
47,042
+30,594
+186% +$744K 0.06% 511
2023
Q2 		$595K Sell
16,448
-3,104
-16% -$117K 0.06% 498
2023
Q1 		$751K Buy
+19,552
New +$792K 0.09% 354
2022
Q3 		– Sell
-9,904
Closed -$405K – 1097
2022
Q2 		$405K Buy
9,904
+3,949
+66% +$166K 0.05% 486
2022
Q1 		$252K Buy
+5,955
New +$248K 0.06% 524

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

Y-Intercept (HK)'s HE Position: Q4 2025 in Review

Y-Intercept (HK) sold out of Hawaiian Electric Industries (HE) in Q4 2025, closing a stake of 204,200 shares — an estimated $2.25M sold.

Y-Intercept (HK) first reported a position in HE in Q1 2022 and held it in 11 quarters. The position peaked at $2.25M in Q3 2025. 321 funds tracked by Wall St. Rank hold HE as of Q4 2025.

  • Y-Intercept (HK) reported no remaining Hawaiian Electric Industries position as of Q4 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 204,200 Hawaiian Electric Industries shares in Q4 2025, an estimated $2.25M.
  • Y-Intercept (HK) first reported a position in Hawaiian Electric Industries in Q1 2022 and held it in 11 quarters.
  • Y-Intercept (HK)'s Hawaiian Electric Industries position peaked at $2.25M in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2025.

Based on Y-Intercept (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.