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Byrne Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Byrne 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 		$204K Buy
+15,100
New +$215K 0.11% 149
2026
Q1 		– Sell
-12,780
Closed -$157K – 585
2025
Q4 		$157K Buy
12,780
+7,389
+137% +$85.6K 0.09% 157
2025
Q3 		$59.5K Buy
5,391
+410
+8% +$4.67K 0.04% 211
2025
Q2 		$52.9K Buy
4,981
+1,094
+28% +$11.4K 0.04% 218
2025
Q1 		$42.6K Buy
3,887
+987
+34% +$9.97K 0.03% 243
2024
Q4 		$28.2K Sell
2,900
-800
-22% -$8.09K 0.02% 248
2024
Q3 		$35.8K Buy
+3,700
New +$45.8K 0.02% 232

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

Byrne Asset Management's HE Position: Q2 2026 in Review

Byrne Asset Management opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 15,100 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #149 among its holdings. This is a return to the name: Byrne Asset Management previously reported a position in HE as recently as Q4 2025.

Byrne Asset Management first reported a position in HE in Q3 2024 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Byrne Asset Management held 15,100 shares of Hawaiian Electric Industries worth $204K as of Q2 2026.
  • Hawaiian Electric Industries was a new Byrne Asset Management position in Q2 2026.
  • Hawaiian Electric Industries made up 0.11% of Byrne Asset Management's portfolio in Q2 2026, its #149 holding.
  • Byrne Asset Management first reported a position in Hawaiian Electric Industries in Q3 2024 and has held it in 7 quarters since.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.