Jefferies Group's HE Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 123,301 shares of Hawaiian Electric Industries, Inc. (HE) worth $1.36 M, representing 0.01% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jefferies Group has maintained this position in HE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 583,800 shares. Largest reduction occurred in Q1 2025, reducing 504,309 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Hawaiian Electric Industries (HE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Hawaiian Electric Industries (HE) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +27,500 | New Buy | 27,500 | $11.27 |
| Q2 2024 | -27,500 | Sold Out | 0 | $0.00 |
| Q4 2024 | +583,800 | New Buy | 583,800 | $9.73 |
| Q1 2025 | -504,309 | Reduce 86.38% | 79,491 | $10.95 |
| Q2 2025 | -8,508 | Reduce 10.70% | 70,983 | $10.63 |
| Q3 2025 | +52,318 | Add 73.70% | 123,301 | $11.04 |
Jefferies Group's Hawaiian Electric Industries Investment FAQs
Jefferies Group first purchased Hawaiian Electric Industries, Inc. (HE) in Q1 2024, acquiring 27,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Hawaiian Electric Industries, Inc. (HE) for 6 quarters since Q1 2024.
Jefferies Group's largest addition to Hawaiian Electric Industries, Inc. (HE) was in Q4 2024, adding 583,800 shares worth $5.68 M.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 123,301 shares of Hawaiian Electric Industries, Inc. (HE), valued at approximately $1.36 M.
As of the Q3 2025 filing, Hawaiian Electric Industries, Inc. (HE) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Hawaiian Electric Industries, Inc. (HE) was 583,800 shares, as reported at the end of Q4 2024.