Ray Dalio's HE Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 26,561 shares of Hawaiian Electric Industries, Inc. (HE) worth $394,165, representing 0.00% of the portfolio. First purchased in 2021-Q4, this short-term holding has been held for 7 quarters.
Based on 13F filings, Ray Dalio has maintained this position in HE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 26,561 shares. Largest reduction occurred in Q1 2023, reducing 25,250 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Hawaiian Electric Industries (HE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Hawaiian Electric Industries (HE) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +26,561 | New Buy | 26,561 | $14.84 |
| Q1 2023 | -25,250 | Sold Out | 0 | $0.00 |
| Q4 2022 | +8,067 | Add 46.95% | 25,250 | $41.85 |
| Q3 2022 | -2,121 | Reduce 10.99% | 17,183 | $34.69 |
| Q2 2022 | +5,864 | Add 43.63% | 19,304 | $40.92 |
| Q1 2022 | +7,430 | Add 123.63% | 13,440 | $42.34 |
| Q4 2021 | +6,010 | New Buy | 6,010 | $41.43 |
Ray Dalio's Hawaiian Electric Industries Investment FAQs
Ray Dalio first purchased Hawaiian Electric Industries, Inc. (HE) in Q4 2021, acquiring 6,010 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Hawaiian Electric Industries, Inc. (HE) for 7 quarters since Q4 2021.
Ray Dalio's largest addition to Hawaiian Electric Industries, Inc. (HE) was in Q1 2026, adding 26,561 shares worth $394,165.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 26,561 shares of Hawaiian Electric Industries, Inc. (HE), valued at approximately $394,165.
As of the Q1 2026 filing, Hawaiian Electric Industries, Inc. (HE) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Hawaiian Electric Industries, Inc. (HE) was 26,561 shares, as reported at the end of Q1 2026.