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

Yousif 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 Q2	$623K	Buy	46,029 +177	+0.4%	+$2.52K	0.01%	1267
2026 Q1	$680K	Sell	45,852 -405	-0.9%	-$6.12K	0.01%	1257
2025 Q4	$652K	Buy	+46,257	New	+$536K	0.01%	1292
2023 Q3	–	Sell	-53,678	Closed	-$1.94M	–	1990
2023 Q2	$1.94M	Sell	53,678 -1,790	-3%	-$67.4K	0.02%	795
2023 Q1	$2.13M	Sell	55,468 -325	-0.6%	-$13.2K	0.03%	729
2022 Q4	$2.33M	Buy	55,793 +44	+0.1%	+$1.7K	0.03%	664
2022 Q3	$1.93M	Sell	55,749 -5,198	-9%	-$209K	0.03%	764
2022 Q2	$2.49M	Buy	60,947 +1,550	+3%	+$65.2K	0.03%	652
2022 Q1	$2.51M	Buy	59,397 +40	+0.1%	+$1.67K	0.03%	781
2021 Q4	$2.46M	Buy	+59,357	New	+$2.41M	0.03%	828

Other funds holding HE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Yousif Capital Management's HE Position: Q2 2026 in Review

Yousif Capital Management increased its Hawaiian Electric Industries (HE) stake by 0.39% in Q2 2026, buying an estimated $2.52K and bringing the position to 46,029 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #1267.

Yousif Capital Management first reported a position in HE in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.51M in Q1 2022. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Yousif Capital Management held 46,029 shares of Hawaiian Electric Industries worth $623K as of Q2 2026.
Yousif Capital Management bought 177 Hawaiian Electric Industries shares in Q2 2026, an estimated $2.52K.
Hawaiian Electric Industries made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1267 holding.
Yousif Capital Management first reported a position in Hawaiian Electric Industries in Q4 2021 and has held it in 10 quarters since.
Yousif Capital Management's Hawaiian Electric Industries position peaked at $2.51M in Q1 2022.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.