YCM
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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
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
BlackRock New York $5.7T 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