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 Q3	$57.8K	Sell	6,461 -763	-11%	-$8.99K	﹤0.01%	405
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Armstrong Advisory Group's HE Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Hawaiian Electric Industries (HE) stake by 11% in Q3 2026, selling an estimated $8.99K and leaving 6,461 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Armstrong Advisory Group first reported a position in HE in Q4 2022 and has held it in 16 quarters since. The position peaked at $349K in Q4 2022. 160 funds tracked by Wall St. Rank hold HE as of Q3 2026.

Armstrong Advisory Group held 6,461 shares of Hawaiian Electric Industries worth $57.8K as of Q3 2026.
Armstrong Advisory Group sold 763 Hawaiian Electric Industries shares in Q3 2026, an estimated $8.99K.
Hawaiian Electric Industries made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #405 holding.
Armstrong Advisory Group first reported a position in Hawaiian Electric Industries in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's Hawaiian Electric Industries position peaked at $349K in Q4 2022.
160 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.