Arax Advisory Partners
HE icon

Arax Advisory Partners’s Hawaiian Electric Industries HE Stock Holding History

Arax Advisory Partners’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 		$365K Buy
27,003
+12,185
+82% +$174K ﹤0.01% 1844
2026
Q1 		$220K Sell
14,818
-14,980
-50% -$227K 0.01% 1040
2025
Q4 		$225K Sell
29,798
-29,174
-49% -$338K 0.01% 987
2025
Q3 		$651K Buy
58,972
+56,853
+2,683% +$648K 0.01% 804
2025
Q2 		$22.5K Buy
2,119
+384
+22% +$4.01K ﹤0.01% 1609
2025
Q1 		$19K Sell
1,735
-6,933
-80% -$70.1K ﹤0.01% 1322
2024
Q4 		$84.3K Buy
8,668
+5,270
+155% +$53.3K 0.01% 734
2024
Q3 		$32.9K Buy
3,398
+69
+2% +$855 ﹤0.01% 883
2024
Q2 		$30K Buy
+3,329
New +$34.6K ﹤0.01% 839

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Horizon Kinetics Asset Management
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
Quantinno Capital Management
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

Arax Advisory Partners's HE Position: Q2 2026 in Review

Arax Advisory Partners increased its Hawaiian Electric Industries (HE) stake by 82% in Q2 2026, buying an estimated $174K and bringing the position to 27,003 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Arax Advisory Partners first reported a position in HE in Q2 2024 and has held it in 9 quarters since. The position peaked at $651K in Q3 2025. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Arax Advisory Partners held 27,003 shares of Hawaiian Electric Industries worth $365K as of Q2 2026.
  • Arax Advisory Partners bought 12,185 Hawaiian Electric Industries shares in Q2 2026, an estimated $174K.
  • Hawaiian Electric Industries made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1844 holding.
  • Arax Advisory Partners first reported a position in Hawaiian Electric Industries in Q2 2024 and has held it in 9 quarters since.
  • Arax Advisory Partners's Hawaiian Electric Industries position peaked at $651K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.