· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $57.67Day −7.46%1Y +67.8%Off 52W high −22.4%Vol (1Y) 39.2%
Daily closing price, split-adjusted to the current basis; 1.8y shown of 1,417 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover2.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
HECO is not in the screener universe.
| YTD+45.5% |
| 1Y+67.8% |
| 3Y+137.5% |
| 5Y+137.5% |
| 10Y+59.4% |
| Since incept. (ann.)+5.0% |
Total return through 2026-07-29 · series begins 2016-07-11. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)39.2% |
| Ann. volatility (3Y)44.6% |
| Sharpe (1Y)1.50 |
| Sharpe (3Y)1.27 |
| Max drawdown (1Y)−21.0% |
| Max drawdown (3Y)−43.9% |
| Beta (3Y vs SPY)3.28 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Galaxy Digital Inc. | 590,000 | $23M | — | new |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,937 | $468,103 | — | +136.5% |
| NATIONAL BANK OF CANADA /FI/ | 100 | $3,910 | — | +0.0% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for HECO.
