Zimmer Partners’s Hawaiian Electric Industries HE Stock Holding History

Zimmer Partners’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 Q3	–	Sell	-3,825,214	Closed	-$40.7M	–	167
2025 Q2	$40.7M	Sell	3,825,214 -9,560,778	-71%	-$99.7M	0.88%	28
2025 Q1	$147M	Sell	13,385,992 -1,816,560	-12%	-$18.4M	2.76%	7
2024 Q4	$148M	Buy	15,202,552 +202,552	+1%	+$2.05M	2.55%	13
2024 Q3	$145M	Buy	+15,000,000	New	+$186M	2.65%	13
2013 Q3	–	Sell	-115,000	Closed	-$2.91M	–	42
2013 Q2	$2.91M	Buy	+115,000	New	+$3.06M	0.55%	29

Other funds holding HE

BlackRock New York $6.73T AUM 46.02% 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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zimmer Partners's HE Position: Q3 2025 in Review

Zimmer Partners sold out of Hawaiian Electric Industries (HE) in Q3 2025, closing a stake of 3,825,214 shares — an estimated $40.7M sold.

Zimmer Partners first reported a position in HE in Q2 2013 and held it in 5 quarters. The position peaked at $148M in Q4 2024. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

Zimmer Partners reported no remaining Hawaiian Electric Industries position as of Q3 2025 after selling out during the quarter.
Zimmer Partners sold 3,825,214 Hawaiian Electric Industries shares in Q3 2025, an estimated $40.7M.
Zimmer Partners first reported a position in Hawaiian Electric Industries in Q2 2013 and held it in 5 quarters.
Zimmer Partners's Hawaiian Electric Industries position peaked at $148M in Q4 2024.
294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

Based on Zimmer Partners's 13F filing for Q3 2025, filed 14 Nov 2025.