HE β€” HAWAIIAN ELEC INDUSTRIES

Ownership history in 140 Summer Partners LP  Β·  7 quarters on record

AI Ownership Summary

140 Summer Partners LP reported HAWAIIAN ELEC INDUSTRIES (HE) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.85% in 2025 Q1. The latest visible filing shows HE at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 140 Summer Partners LP's position in HAWAIIAN ELEC INDUSTRIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HE was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 140 Summer Partners LP held HE β€” position size vs. price
% of Fund (quarterly)    HE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 434,100 β€” 0% 0.39% $5.3M 2026-02-14 (Est.) $16.82
2025 Q3 REDUCED 434,100 -2,900 -0.7% 0.42% $4.8M 2025-11-14 $11.65
2025 Q2 REDUCED 437,000 -159,500 -26.7% 0.53% $4.6M 2025-08-14 $11.37
2025 Q1 UNCHANGED 596,500 β€” 0% 0.85% $6.5M 2025-05-15 $10.59
2024 Q4 UNCHANGED 596,500 β€” 0% 0.69% $5.8M 2025-02-14 $10.16
2024 Q3 UNCHANGED 596,500 β€” 0% 0.62% $5.8M 2024-11-13 $9.70
2024 Q2 INITIATED 596,500 β€” β€” 0.65% $5.4M 2024-08-14 $13.55

FAQ About 140 Summer Partners LP and HE

These are the practical questions this page is built to answer before you even open the full history table.

How long has 140 Summer Partners LP reported owning HE?

140 Summer Partners LP reported HE across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported HE position in 140 Summer Partners LP's portfolio?

The largest reported portfolio weight for HE was 0.85% in 2025 Q1.

What is the latest reported HE position on this page?

The most recent filing on this page is 2025 Q4, when 140 Summer Partners LP reported 434,100 shares, equal to 0.39% of portfolio, with an estimated market value of $5.3M.

What does the chart on this HE ownership page compare?

The chart compares 140 Summer Partners LP's quarterly HE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to 140 Summer Partners LP Holdings