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Bank & Trust Company’s Hawaiian Electric Industries HE Stock Holding History

Bank & Trust Company’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 		$6.62K Hold
489
– – ﹤0.01% 264
2026
Q1 		$7.26K Hold
489
– – ﹤0.01% 255
2025
Q4 		$6.01K Sell
489
-452
-48% -$5.24K ﹤0.01% 255
2025
Q3 		$10.4K Hold
941
– – 0.01% 224
2025
Q2 		$10K Hold
941
– – 0.01% 227
2025
Q1 		$10.3K Hold
941
– – 0.01% 226
2024
Q4 		$9.16K Hold
941
– – 0.01% 228
2024
Q3 		$9.11K Sell
941
-698
-43% -$8.65K 0.01% 227
2024
Q2 		$14.8K Buy
+1,639
New +$17K 0.01% 203

Other funds holding HE

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Bank & Trust Company's HE Position: Q2 2026 in Review

Bank & Trust Company held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 489 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Bank & Trust Company first reported a position in HE in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.8K in Q2 2024. 31 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Bank & Trust Company held 489 shares of Hawaiian Electric Industries worth $6.62K as of Q2 2026.
  • Bank & Trust Company left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Bank & Trust Company's portfolio in Q2 2026, its #264 holding.
  • Bank & Trust Company first reported a position in Hawaiian Electric Industries in Q2 2024 and has held it in 9 quarters since.
  • Bank & Trust Company's Hawaiian Electric Industries position peaked at $14.8K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.