Abound Wealth Management
HE icon

Abound Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Abound Wealth Management’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 		$3.58K Hold
400
– – ﹤0.01% 754
2026
Q2 		$5.41K Hold
400
– – ﹤0.01% 587
2026
Q1 		$5.94K Hold
400
– – ﹤0.01% 694
2025
Q4 		$4.92K Hold
400
– – ﹤0.01% 674
2025
Q3 		$4.42K Hold
400
– – ﹤0.01% 672
2025
Q2 		$4.25K Buy
+400
New +$4.17K ﹤0.01% 615
2024
Q4 		– Sell
-100
Closed -$968 – 1288
2024
Q3 		$968 Hold
100
– – ﹤0.01% 784
2024
Q2 		$902 Hold
100
– – ﹤0.01% 737
2024
Q1 		$1.13K Hold
100
– – ﹤0.01% 764
2023
Q4 		$1.42K Hold
100
– – ﹤0.01% 708
2023
Q3 		$1.23K Buy
+100
New +$2.43K ﹤0.01% 689

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Abound Wealth Management's HE Position: Q3 2026 in Review

Abound Wealth Management held its Hawaiian Electric Industries (HE) position steady in Q3 2026 at 400 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Abound Wealth Management first reported a position in HE in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.94K in Q1 2026. 271 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Abound Wealth Management held 400 shares of Hawaiian Electric Industries worth $3.58K as of Q3 2026.
  • Abound Wealth Management left its Hawaiian Electric Industries share count unchanged in Q3 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #754 holding.
  • Abound Wealth Management first reported a position in Hawaiian Electric Industries in Q3 2023 and has held it in 11 quarters since.
  • Abound Wealth Management's Hawaiian Electric Industries position peaked at $5.94K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.