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Atlas Wealth Partners’s Hawaiian Electric Industries HE Stock Holding History

Atlas Wealth 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 		$1.57M Buy
116,117
+1,150
+1% +$16.4K 1.72% 15
2026
Q1 		$1.71M Buy
114,967
+15,390
+15% +$233K 1.75% 15
2025
Q4 		$1.22M Buy
99,577
+16,500
+20% +$191K 1.35% 17
2025
Q3 		$917K Buy
83,077
+65,227
+365% +$743K 0.94% 18
2025
Q2 		$190K Buy
+17,850
New +$186K 0.22% 52

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

Atlas Wealth Partners's HE Position: Q2 2026 in Review

Atlas Wealth Partners increased its Hawaiian Electric Industries (HE) stake by 1% in Q2 2026, buying an estimated $16.4K and bringing the position to 116,117 shares worth $1.57M. The position accounts for 1.72% of the portfolio, ranked #15.

Atlas Wealth Partners first reported a position in HE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Atlas Wealth Partners held 116,117 shares of Hawaiian Electric Industries worth $1.57M as of Q2 2026.
  • Atlas Wealth Partners bought 1,150 Hawaiian Electric Industries shares in Q2 2026, an estimated $16.4K.
  • Hawaiian Electric Industries made up 1.72% of Atlas Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Atlas Wealth Partners first reported a position in Hawaiian Electric Industries in Q2 2025 and has held it in 5 quarters since.
  • Atlas Wealth Partners's Hawaiian Electric Industries position peaked at $1.71M in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.