Armstrong Advisory Group’s Hawaiian Electric Industries HE Stock Holding History

Armstrong Advisory Group’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	$97.7K	Hold	7,224	–	–	0.01%	348
2026 Q1	$107K	Hold	7,224	–	–	0.01%	313
2025 Q4	$88.9K	Hold	7,224	–	–	0.01%	320
2025 Q3	$79.8K	Sell	7,224 -1,880	-21%	-$21.4K	0.01%	337
2025 Q2	$96.8K	Hold	9,104	–	–	0.01%	292
2025 Q1	$88.6K	Hold	9,104	–	–	0.01%	288
2024 Q4	$88.6K	Hold	9,104	–	–	0.01%	288
2024 Q3	$88.1K	Hold	9,104	–	–	0.01%	290
2024 Q2	$82.1K	Buy	9,104 +763	+9%	+$7.93K	0.01%	295
2024 Q1	$118K	Hold	8,341	–	–	0.01%	229
2023 Q4	$118K	Hold	8,341	–	–	0.01%	229
2023 Q3	$103K	Hold	8,341	–	–	0.01%	231
2023 Q2	$302K	Sell	8,341 -10	-0.1%	-$376	0.03%	128
2023 Q1	$321K	Hold	8,351	–	–	0.04%	120
2022 Q4	$349K	Buy	+8,351	New	+$322K	0.05%	113

Other funds holding HE

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Armstrong Advisory Group's HE Position: Q2 2026 in Review

Armstrong Advisory Group held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 7,224 shares worth $97.7K. The position accounts for 0.01% of the portfolio, ranked #348.

Armstrong Advisory Group first reported a position in HE in Q4 2022 and has held it in 15 quarters since. The position peaked at $349K in Q4 2022. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Armstrong Advisory Group held 7,224 shares of Hawaiian Electric Industries worth $97.7K as of Q2 2026.
Armstrong Advisory Group left its Hawaiian Electric Industries share count unchanged in Q2 2026.
Hawaiian Electric Industries made up 0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #348 holding.
Armstrong Advisory Group first reported a position in Hawaiian Electric Industries in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's Hawaiian Electric Industries position peaked at $349K in Q4 2022.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.