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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
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

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

Abound Wealth Management's HE Position: Q2 2026 in Review

Abound Wealth Management held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 400 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Abound Wealth Management first reported a position in HE in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.94K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Abound Wealth Management held 400 shares of Hawaiian Electric Industries worth $5.41K as of Q2 2026.
  • Abound Wealth Management left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Abound Wealth Management first reported a position in Hawaiian Electric Industries in Q3 2023 and has held it in 10 quarters since.
  • Abound Wealth Management's Hawaiian Electric Industries position peaked at $5.94K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.