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Burney Company’s Hawaiian Electric Industries HE Stock Holding History

Burney 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 		$1.14M Buy
84,369
+12,276
+17% +$175K 0.03% 332
2026
Q1 		$1.07M Buy
72,093
+56,464
+361% +$854K 0.03% 321
2025
Q4 		$192K Buy
15,629
+3,312
+27% +$38.4K 0.01% 596
2025
Q3 		$136K Sell
12,317
-63
-0.5% -$718 ﹤0.01% 576
2025
Q2 		$132K Buy
+12,380
New +$129K ﹤0.01% 569

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
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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Burney Company's HE Position: Q2 2026 in Review

Burney Company increased its Hawaiian Electric Industries (HE) stake by 17% in Q2 2026, buying an estimated $175K and bringing the position to 84,369 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #332.

Burney Company first reported a position in HE in Q2 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Burney Company held 84,369 shares of Hawaiian Electric Industries worth $1.14M as of Q2 2026.
  • Burney Company bought 12,276 Hawaiian Electric Industries shares in Q2 2026, an estimated $175K.
  • Hawaiian Electric Industries made up 0.03% of Burney Company's portfolio in Q2 2026, its #332 holding.
  • Burney Company first reported a position in Hawaiian Electric Industries in Q2 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.