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Buck Wealth Strategies’s Hawaiian Electric Industries HE Stock Holding History

Buck Wealth Strategies’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 		$29K Buy
+2,145
New +$30.6K ﹤0.01% 418
2023
Q4 		– Sell
-4,021
Closed -$49.5K – 174
2023
Q3 		$49.5K Buy
4,021
+541
+16% +$13.2K 0.02% 112
2023
Q2 		$126K Buy
3,480
+14
+0.4% +$527 0.05% 44
2023
Q1 		$133K Buy
+3,466
New +$140K 0.06% 41

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's HE Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 2,145 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in HE as recently as Q3 2023.

Buck Wealth Strategies first reported a position in HE in Q1 2023 and has held it in 4 quarters since. The position peaked at $133K in Q1 2023. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Buck Wealth Strategies held 2,145 shares of Hawaiian Electric Industries worth $29K as of Q2 2026.
  • Hawaiian Electric Industries was a new Buck Wealth Strategies position in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #418 holding.
  • Buck Wealth Strategies first reported a position in Hawaiian Electric Industries in Q1 2023 and has held it in 4 quarters since.
  • Buck Wealth Strategies's Hawaiian Electric Industries position peaked at $133K in Q1 2023.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.