Superior Planning, LLC’s Hawaiian Electric Industries HE Stock Holding History

Superior Planning, LLC’s Portfolio HE Stock Details HE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.51K	Buy	+169	New	+$1.99K	﹤0.01%	1650

Other funds holding HE

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's HE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Hawaiian Electric Industries (HE) in Q3 2026: 169 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #1650 among its holdings.

224 funds tracked by Wall St. Rank hold HE as of Q3 2026.

Superior Planning, LLC held 169 shares of Hawaiian Electric Industries worth $1.51K as of Q3 2026.
Hawaiian Electric Industries was a new Superior Planning, LLC position in Q3 2026.
Hawaiian Electric Industries made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1650 holding.
224 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.