Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hawaiian Electric Industries HE Stock Holding History

Carson Wealth (CWM LLC)’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 		$56.6K Buy
3,813
+603
+19% +$9.12K ﹤0.01% 3724
2025
Q4 		$39K Buy
3,210
+939
+41% +$10.9K ﹤0.01% 3779
2025
Q3 		$25K Buy
2,271
+508
+29% +$5.79K ﹤0.01% 3982
2025
Q2 		$19K Sell
1,763
-482
-21% -$5.03K ﹤0.01% 3944
2025
Q1 		$25K Sell
2,245
-3,267
-59% -$33K ﹤0.01% 3516
2024
Q4 		$54K Sell
5,512
-8,545
-61% -$86.4K ﹤0.01% 2742
2024
Q3 		$136K Sell
14,057
-9,483
-40% -$117K ﹤0.01% 1997
2024
Q2 		$212K Buy
23,540
+14,240
+153% +$148K ﹤0.01% 1558
2024
Q1 		$105K Sell
9,300
-1,160
-11% -$14.7K ﹤0.01% 1853
2023
Q4 		$148K Buy
10,460
+2,990
+40% +$38.9K ﹤0.01% 1559
2023
Q3 		$92K Buy
7,470
+2,488
+50% +$60.5K ﹤0.01% 1686
2023
Q2 		$180K Buy
4,982
+404
+9% +$15.2K ﹤0.01% 1293
2023
Q1 		$176K Buy
4,578
+18
+0.4% +$729 ﹤0.01% 1245
2022
Q4 		$191K Buy
4,560
+44
+1% +$1.7K ﹤0.01% 1114
2022
Q3 		$157K Buy
4,516
+221
+5% +$8.9K ﹤0.01% 1145
2022
Q2 		$176K Buy
4,295
+216
+5% +$9.09K ﹤0.01% 1090
2022
Q1 		$173K Sell
4,079
-245
-6% -$10.2K ﹤0.01% 1100
2021
Q4 		$179K Buy
+4,324
New +$175K ﹤0.01% 1069
2021
Q2 		$183K Hold
4,324
– – ﹤0.01% 933
2021
Q1 		$183K Hold
4,324
– – ﹤0.01% 933
2020
Q4 		$183K Hold
4,324
– – ﹤0.01% 933
2020
Q3 		$183K Hold
4,324
– – ﹤0.01% 933
2020
Q2 		$183K Hold
4,324
– – ﹤0.01% 933
2020
Q1 		$183K Hold
4,324
– – ﹤0.01% 933
2019
Q4 		$183K Hold
4,324
– – ﹤0.01% 933
2019
Q3 		$183K Hold
4,324
– – ﹤0.01% 933
2019
Q2 		$183K Hold
4,324
– – ﹤0.01% 933
2019
Q1 		$183K Buy
4,324
+3,374
+355% +$128K ﹤0.01% 933
2018
Q4 		$35K Hold
950
– – ﹤0.01% 971
2018
Q3 		$34K Sell
950
-21
-2% -$739 ﹤0.01% 830
2018
Q2 		$33K Buy
971
+912
+1,546% +$31K ﹤0.01% 720
2018
Q1 		$2K Sell
59
-615
-91% -$20.8K ﹤0.01% 1170
2017
Q4 		$24K Buy
+674
New +$24.4K ﹤0.01% 667

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hawaiian Electric Industries (HE) stake by 19% in Q1 2026, buying an estimated $9.12K and bringing the position to 3,813 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3724.

Carson Wealth (CWM LLC) first reported a position in HE in Q4 2017 and has held it in 33 quarters since. The position peaked at $212K in Q2 2024. 340 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,813 shares of Hawaiian Electric Industries worth $56.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 603 Hawaiian Electric Industries shares in Q1 2026, an estimated $9.12K.
  • Hawaiian Electric Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3724 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hawaiian Electric Industries in Q4 2017 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s Hawaiian Electric Industries position peaked at $212K in Q2 2024.
  • 340 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.