AWA
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Aaron Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Aaron Wealth Advisors’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
Q2 		$438K Sell
32,407
-4,850
-13% -$69.1K 0.02% 460
2026
Q1 		$553K Buy
37,257
+6,560
+21% +$99.2K 0.03% 370
2025
Q4 		$378K Sell
30,697
-2,136
-7% -$24.8K 0.02% 514
2025
Q3 		$362K Buy
+32,833
New +$374K 0.02% 484

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aaron Wealth Advisors's HE Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Hawaiian Electric Industries (HE) stake by 13% in Q2 2026, selling an estimated $69.1K and leaving 32,407 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #460.

Aaron Wealth Advisors first reported a position in HE in Q3 2025 and has held it in 4 quarters since. The position peaked at $553K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Aaron Wealth Advisors held 32,407 shares of Hawaiian Electric Industries worth $438K as of Q2 2026.
  • Aaron Wealth Advisors sold 4,850 Hawaiian Electric Industries shares in Q2 2026, an estimated $69.1K.
  • Hawaiian Electric Industries made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #460 holding.
  • Aaron Wealth Advisors first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's Hawaiian Electric Industries position peaked at $553K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.