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Yaupon Capital Management’s Hawaiian Electric Industries HE Stock Holding History

Yaupon Capital 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
2026
Q1 		– Sell
-413,497
Closed -$5.09M – 115
2025
Q4 		$5.09M Buy
+413,497
New +$4.79M 0.18% 92

Other funds holding HE

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HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Yaupon Capital Management's HE Position: Q1 2026 in Review

Yaupon Capital Management sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 413,497 shares — an estimated $5.09M sold.

Yaupon Capital Management first reported a position in HE in Q4 2025 and held it in 1 quarter. The position peaked at $5.09M in Q4 2025. 342 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Yaupon Capital Management reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
  • Yaupon Capital Management sold 413,497 Hawaiian Electric Industries shares in Q1 2026, an estimated $5.09M.
  • Yaupon Capital Management first reported a position in Hawaiian Electric Industries in Q4 2025 and held it in 1 quarter.
  • Yaupon Capital Management's Hawaiian Electric Industries position peaked at $5.09M in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.