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Bleakley Financial Group’s Hawaiian Electric Industries HE Stock Holding History

Bleakley Financial 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 		$914K Buy
67,577
+10,603
+19% +$151K 0.01% 673
2026
Q1 		$845K Buy
56,974
+985
+2% +$14.9K 0.01% 553
2025
Q4 		$689K Buy
55,989
+24,712
+79% +$286K 0.01% 542
2025
Q3 		$345K Sell
31,277
-8,054
-20% -$91.8K 0.01% 547
2025
Q2 		$418K Buy
+39,331
New +$410K 0.01% 510

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

Bleakley Financial Group's HE Position: Q2 2026 in Review

Bleakley Financial Group increased its Hawaiian Electric Industries (HE) stake by 19% in Q2 2026, buying an estimated $151K and bringing the position to 67,577 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #673.

Bleakley Financial Group first reported a position in HE in Q2 2025 and has held it in 5 quarters since. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Bleakley Financial Group held 67,577 shares of Hawaiian Electric Industries worth $914K as of Q2 2026.
  • Bleakley Financial Group bought 10,603 Hawaiian Electric Industries shares in Q2 2026, an estimated $151K.
  • Hawaiian Electric Industries made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #673 holding.
  • Bleakley Financial Group first reported a position in Hawaiian Electric Industries in Q2 2025 and has held it in 5 quarters since.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.