HE β€” HAWAIIAN ELEC INDUSTRIES

Ownership history in SYNTAX RESEARCH, INC.  Β·  9 quarters on record

AI Ownership Summary

SYNTAX RESEARCH, INC. reported HAWAIIAN ELEC INDUSTRIES (HE) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% 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.

What this HE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SYNTAX RESEARCH, INC.'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 Q3

HE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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 Q3 to 2025 Q3

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 SYNTAX RESEARCH, INC. held HE β€” position size vs. price
% of Fund (quarterly)    HE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 508 β€” 0% 0.00% $6K 2025-11-04 $11.60
2025 Q2 UNCHANGED 508 β€” 0% 0.00% $5K 2025-07-21 $10.90
2025 Q1 UNCHANGED 508 β€” 0% 0.00% $6K 2025-05-07 $10.39
2024 Q4 UNCHANGED 508 β€” 0% 0.00% $5K 2025-02-11 $10.09
2024 Q3 UNCHANGED 508 β€” 0% 0.00% $5K 2024-12-18 $9.62
2024 Q2 UNCHANGED 508 β€” 0% 0.00% $5K 2024-07-24 $16.75
2024 Q1 UNCHANGED 508 β€” 0% 0.00% $6K 2024-05-07 $9.86
2023 Q4 UNCHANGED 508 β€” 0% 0.01% $7K 2024-01-30 $13.27
2023 Q3 INITIATED 508 β€” β€” 0.01% $6K 2023-11-14 $12.04

FAQ About SYNTAX RESEARCH, INC. and HE

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

How long has SYNTAX RESEARCH, INC. reported owning HE?

SYNTAX RESEARCH, INC. reported HE across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported HE position in SYNTAX RESEARCH, INC.'s portfolio?

The largest reported portfolio weight for HE was 0.01% in 2023 Q4.

What is the latest reported HE position on this page?

The most recent filing on this page is 2025 Q3, when SYNTAX RESEARCH, INC. reported 508 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this HE ownership page compare?

The chart compares SYNTAX RESEARCH, INC.'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.

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