Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Hawaiian Electric Industries HE Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$649K Buy
43,751
+3,760
+9% +$56.9K ﹤0.01% 2573
2025
Q4 		$492K Sell
39,991
-8,554
-18% -$99.1K ﹤0.01% 2735
2025
Q3 		$536K Sell
48,545
-3,765
-7% -$42.9K ﹤0.01% 2612
2025
Q2 		$556K Sell
52,310
-35,862
-41% -$374K ﹤0.01% 2438
2025
Q1 		$965K Buy
88,172
+48,792
+124% +$493K ﹤0.01% 1892
2024
Q4 		$383K Sell
39,380
-23,297
-37% -$236K ﹤0.01% 2638
2024
Q3 		$607K Sell
62,677
-3,363
-5% -$41.7K ﹤0.01% 2248
2024
Q2 		$596K Buy
66,040
+8,617
+15% +$89.5K ﹤0.01% 2153
2024
Q1 		$647K Sell
57,423
-864
-1% -$11K ﹤0.01% 2042
2023
Q4 		$827K Sell
58,287
-2,443
-4% -$31.8K ﹤0.01% 1779
2023
Q3 		$748K Buy
60,730
+4,662
+8% +$113K ﹤0.01% 1765
2023
Q2 		$2.03M Buy
56,068
+3,849
+7% +$145K 0.01% 1168
2023
Q1 		$2M Buy
52,219
+695
+1% +$28.2K 0.01% 1119
2022
Q4 		$2.16M Sell
51,524
-3,375
-6% -$130K 0.01% 1036
2022
Q3 		$1.9M Sell
54,899
-54
-0.1% -$2.17K 0.01% 1066
2022
Q2 		$2.25M Buy
54,953
+528
+1% +$22.2K 0.01% 984
2022
Q1 		$2.3M Buy
54,425
+2,082
+4% +$86.7K 0.01% 1055
2021
Q4 		$2.17M Sell
52,343
-1,511
-3% -$61.3K 0.01% 1099
2021
Q3 		$2.2M Buy
53,854
+5,728
+12% +$246K 0.01% 1047
2021
Q2 		$2.04M Buy
48,126
+453
+1% +$19.6K 0.01% 1109
2021
Q1 		$2.12M Sell
47,673
-17,766
-27% -$651K 0.01% 974
2020
Q4 		$2.32M Buy
65,439
+19,616
+43% +$694K 0.01% 854
2020
Q3 		$1.52M Buy
45,823
+1,502
+3% +$52.7K 0.01% 951
2020
Q2 		$1.6M Buy
44,321
+14,226
+47% +$551K 0.01% 872
2020
Q1 		$1.3M Sell
30,095
-2,671
-8% -$124K 0.01% 845
2019
Q4 		$1.53M Sell
32,766
-24
-0.1% -$1.07K 0.01% 921
2019
Q3 		$1.5M Sell
32,790
-469
-1% -$20.9K 0.01% 867
2019
Q2 		$1.45M Sell
33,259
-315
-0.9% -$13.2K 0.01% 845
2019
Q1 		$1.37M Sell
33,574
-1,198
-3% -$45.5K 0.01% 880
2018
Q4 		$1.27M Buy
34,772
+777
+2% +$28.8K 0.01% 816
2018
Q3 		$1.21M Sell
33,995
-232
-0.7% -$8.16K 0.01% 926
2018
Q2 		$1.17M Sell
34,227
-270
-0.8% -$9.18K 0.01% 891
2018
Q1 		$1.19M Sell
34,497
-1,624
-4% -$54.9K 0.01% 855
2017
Q4 		$1.31M Buy
36,121
+3,418
+10% +$124K 0.02% 777
2017
Q3 		$1.09M Buy
32,703
+3,993
+14% +$132K 0.01% 814
2017
Q2 		$930K Buy
28,710
+217
+0.8% +$7.22K 0.01% 837
2017
Q1 		$949K Sell
28,493
-890
-3% -$29.5K 0.02% 749
2016
Q4 		$972K Buy
29,383
+5,056
+21% +$154K 0.02% 690
2016
Q3 		$726K Buy
24,327
+1,658
+7% +$50.9K 0.01% 829
2016
Q2 		$743K Sell
22,669
-133
-0.6% -$4.38K 0.02% 750
2016
Q1 		$739K Sell
22,802
-642
-3% -$19.2K 0.02% 700
2015
Q4 		$679K Buy
23,444
+1,454
+7% +$41.9K 0.02% 714
2015
Q3 		$631K Buy
21,990
+14,226
+183% +$417K 0.02% 656
2015
Q2 		$231K Buy
+7,764
New +$241K 0.01% 1194

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors's HE Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Hawaiian Electric Industries (HE) stake by 9.4% in Q1 2026, buying an estimated $56.9K and bringing the position to 43,751 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Cambridge Investment Research Advisors first reported a position in HE in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.32M in Q4 2020. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Cambridge Investment Research Advisors held 43,751 shares of Hawaiian Electric Industries worth $649K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 3,760 Hawaiian Electric Industries shares in Q1 2026, an estimated $56.9K.
  • Hawaiian Electric Industries made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2573 holding.
  • Cambridge Investment Research Advisors first reported a position in Hawaiian Electric Industries in Q2 2015 and has held it in 44 quarters since.
  • Cambridge Investment Research Advisors's Hawaiian Electric Industries position peaked at $2.32M in Q4 2020.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.