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

AE 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 		$247K Buy
+18,267
New +$260K ﹤0.01% 1598
2024
Q1 		– Sell
-30,429
Closed -$421K – 1504
2023
Q4 		$421K Sell
30,429
-62,990
-67% -$819K ﹤0.01% 1542
2023
Q3 		$1.15M Buy
93,419
+1,337
+1% +$32.5K 0.01% 1041
2023
Q2 		$3.33M Buy
92,082
+80,314
+682% +$3.02M 0.02% 673
2023
Q1 		$452K Buy
11,768
+156
+1% +$6.32K ﹤0.01% 1394
2022
Q4 		$486K Buy
11,612
+438
+4% +$16.9K ﹤0.01% 1328
2022
Q3 		$387K Buy
11,174
+52
+0.5% +$2.09K ﹤0.01% 1371
2022
Q2 		$455K Buy
11,122
+508
+5% +$21.4K ﹤0.01% 1246
2022
Q1 		$449K Buy
10,614
+48
+0.5% +$2K ﹤0.01% 1268
2021
Q4 		$438K Buy
10,566
+262
+3% +$10.6K ﹤0.01% 1295
2021
Q3 		$421K Buy
10,304
+302
+3% +$13K ﹤0.01% 1240
2021
Q2 		$423K Sell
10,002
-303
-3% -$13.1K ﹤0.01% 1209
2021
Q1 		$458K Buy
10,305
+1,350
+15% +$49.5K ﹤0.01% 1063
2020
Q4 		$317K Buy
8,955
+414
+5% +$14.6K ﹤0.01% 1121
2020
Q3 		$284K Buy
8,541
+5
+0.1% +$175 ﹤0.01% 1060
2020
Q2 		$308K Buy
8,536
+1,387
+19% +$53.7K ﹤0.01% 1011
2020
Q1 		$308K Buy
7,149
+2,188
+44% +$101K 0.01% 869
2019
Q4 		$232K Buy
4,961
+502
+11% +$22.5K 0.01% 1016
2019
Q3 		$203K Sell
4,459
-197
-4% -$8.76K 0.01% 917
2019
Q2 		$203K Buy
+4,656
New +$195K 0.01% 896

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 $3.38T AUM 44.17% 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

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

AE Wealth Management opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 18,267 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in HE as recently as Q4 2023.

AE Wealth Management first reported a position in HE in Q2 2019 and has held it in 20 quarters since. The position peaked at $3.33M in Q2 2023. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • AE Wealth Management held 18,267 shares of Hawaiian Electric Industries worth $247K as of Q2 2026.
  • Hawaiian Electric Industries was a new AE Wealth Management position in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1598 holding.
  • AE Wealth Management first reported a position in Hawaiian Electric Industries in Q2 2019 and has held it in 20 quarters since.
  • AE Wealth Management's Hawaiian Electric Industries position peaked at $3.33M in Q2 2023.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.