Aaron Wealth Advisors
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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
Q3 		– Sell
-32,407
Closed -$438K – 719
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

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State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aaron Wealth Advisors's HE Position: Q3 2026 in Review

Aaron Wealth Advisors sold out of Hawaiian Electric Industries (HE) in Q3 2026, closing a stake of 32,407 shares — an estimated $438K sold.

Aaron Wealth Advisors first reported a position in HE in Q3 2025 and held it in 4 quarters. The position peaked at $553K in Q1 2026. 227 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Aaron Wealth Advisors reported no remaining Hawaiian Electric Industries position as of Q3 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 32,407 Hawaiian Electric Industries shares in Q3 2026, an estimated $438K.
  • Aaron Wealth Advisors first reported a position in Hawaiian Electric Industries in Q3 2025 and held it in 4 quarters.
  • Aaron Wealth Advisors's Hawaiian Electric Industries position peaked at $553K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.