Baker Avenue Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Baker Avenue Asset Management’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	$303K	Buy	22,361 +515	+2%	+$7.34K	0.01%	676
2026 Q1	$324K	Buy	21,846 +3,030	+16%	+$45.8K	0.01%	586
2025 Q4	$231K	Buy	18,816 +1,433	+8%	+$16.6K	0.01%	577
2025 Q3	$192K	Buy	+17,383	New	+$198K	﹤0.01%	594
2023 Q3	–	Sell	-12	Closed	-$434	–	1637
2023 Q2	$434	Sell	12 -6	-33%	-$226	﹤0.01%	1467
2023 Q1	$691	Hold	18	–	–	﹤0.01%	1308
2022 Q4	$753	Buy	+18	New	+$695	﹤0.01%	1198

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

Baker Avenue Asset Management's HE Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Hawaiian Electric Industries (HE) stake by 2.4% in Q2 2026, buying an estimated $7.34K and bringing the position to 22,361 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #676.

Baker Avenue Asset Management first reported a position in HE in Q4 2022 and has held it in 7 quarters since. The position peaked at $324K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Baker Avenue Asset Management held 22,361 shares of Hawaiian Electric Industries worth $303K as of Q2 2026.
Baker Avenue Asset Management bought 515 Hawaiian Electric Industries shares in Q2 2026, an estimated $7.34K.
Hawaiian Electric Industries made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #676 holding.
Baker Avenue Asset Management first reported a position in Hawaiian Electric Industries in Q4 2022 and has held it in 7 quarters since.
Baker Avenue Asset Management's Hawaiian Electric Industries position peaked at $324K in Q1 2026.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.