CKW FINANCIAL GROUP HE — HAWAIIAN ELEC INDS

Ownership history in CKW FINANCIAL GROUP  ·  42 quarters on record

AI Ownership Summary

CKW FINANCIAL GROUP reported HAWAIIAN ELEC INDS (HE) in 42 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows HE at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CKW FINANCIAL GROUP's position in HAWAIIAN ELEC INDS, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

HE stock page CKW FINANCIAL GROUP fund profile CKW FINANCIAL GROUP full holdings
How CKW FINANCIAL GROUP held HE — position size vs. price
% of Fund (quarterly)    HE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 98.0% +20.6% ❌ 226 -11,352 -98.0% 0.00% $3K 2026-02-14 (Est.) $16.82
2025 Q3 UNCHANGED — — — 11,578 — 0% 0.01% $128K 2025-11-13 $11.65
2025 Q2 UNCHANGED — — — 11,578 — 0% 0.01% $129K 2025-07-28 $10.69
2025 Q1 REDUCED — — — 11,578 -1 -0.0% 0.02% $127K 2025-05-16 $10.62
2024 Q4 ADDED — — — 11,579 +240 +2.1% 0.01% $113K 2025-01-22 $9.17
2024 Q3 UNCHANGED — — — 11,339 — 0% 0.01% $103K 2024-11-13 $9.70
2024 Q2 UNCHANGED — — — 11,339 — 0% 0.01% $93K 2024-08-14 $13.55
2024 Q1 UNCHANGED — — — 11,339 — 0% 0.02% $126K 2024-04-22 $10.83
2023 Q4 REDUCED — — — 11,339 -6 -0.1% 0.02% $161K 2024-01-26 $13.85
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HE

As of 2026 Q1 — sorted by position size

MAD RIVER INVESTORS 3Y 7Y 7.03% MSRH, LLC 2.03% Lesa Sroufe & Co 3Y 7Y 1.96% Atlas Wealth Partners, LLC 3Y 1.75% Dougherty & Associates, LLC 0.9% PROMETHIUM ADVISORS,LLC 0.83% MAD RIVER INVESTORS 3Y 7Y 0.25% TriaGen Wealth Management LLC 3Y 0.2% RFG - Bristol Wealth Advisors, LLC 0.16% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.11%

FAQ About CKW FINANCIAL GROUP and HE

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

How long has CKW FINANCIAL GROUP reported owning HE?

CKW FINANCIAL GROUP reported HE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HE position in CKW FINANCIAL GROUP's portfolio?

The largest reported portfolio weight for HE was 0.02% in 2023 Q4.

What is the latest reported HE position on this page?

The most recent filing on this page is 2025 Q4, when CKW FINANCIAL GROUP reported 226 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this HE ownership page compare?

The chart compares CKW FINANCIAL GROUP'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.

How well did CKW FINANCIAL GROUP time their HE position?

Based on 13F filing dates vs. subsequent HE price moves, CKW FINANCIAL GROUP correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on HE relative to SPY over the holding period was -13.3%.

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