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Ankerstar Wealth’s Hawaiian Electric Industries HE Stock Holding History

Ankerstar Wealth’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 		$271 Sell
20
-2
-9% -$29 ﹤0.01% 830
2026
Q1 		$326 Buy
22
+2
+10% +$30 ﹤0.01% 733
2025
Q4 		$246 Buy
+20
New +$232 ﹤0.01% 838

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

Ankerstar Wealth's HE Position: Q2 2026 in Review

Ankerstar Wealth reduced its Hawaiian Electric Industries (HE) stake by 9.1% in Q2 2026, selling an estimated $29 and leaving 20 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Ankerstar Wealth first reported a position in HE in Q4 2025 and has held it in 3 quarters since. The position peaked at $326 in Q1 2026. 335 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Ankerstar Wealth held 20 shares of Hawaiian Electric Industries worth $271 as of Q2 2026.
  • Ankerstar Wealth sold 2 Hawaiian Electric Industries shares in Q2 2026, an estimated $29.
  • Hawaiian Electric Industries made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #830 holding.
  • Ankerstar Wealth first reported a position in Hawaiian Electric Industries in Q4 2025 and has held it in 3 quarters since.
  • Ankerstar Wealth's Hawaiian Electric Industries position peaked at $326 in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.