Cedar Mountain Advisors’s Hawaiian Electric Industries HE Stock Holding History

Cedar Mountain 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 Q2	$10.7K	Sell	792 -13	-2%	-$185	﹤0.01%	480
2026 Q1	$11.9K	Buy	805 +705	+705%	+$10.7K	﹤0.01%	416
2025 Q4	$1.23K	Hold	100	–	–	﹤0.01%	472
2025 Q3	$1.1K	Hold	100	–	–	﹤0.01%	513
2025 Q2	$1.06K	Hold	100	–	–	﹤0.01%	323
2025 Q1	$1.09K	Hold	100	–	–	﹤0.01%	306
2024 Q4	$973	Hold	100	–	–	﹤0.01%	333
2024 Q3	$968	Hold	100	–	–	﹤0.01%	305
2024 Q2	$902	Buy	+100	New	+$1.04K	﹤0.01%	301
2023 Q3	–	Sell	-1,440	Closed	-$52.1K	–	319
2023 Q2	$52.1K	Hold	1,440	–	–	0.01%	71
2023 Q1	$55.3K	Hold	1,440	–	–	0.02%	68
2022 Q4	$60.3K	Hold	1,440	–	–	0.02%	65
2022 Q3	$50K	Hold	1,440	–	–	0.02%	69
2022 Q2	$59K	Hold	1,440	–	–	0.02%	67
2022 Q1	$61K	Hold	1,440	–	–	0.02%	73
2021 Q4	$60K	Hold	1,440	–	–	0.02%	69
2021 Q3	$59K	Hold	1,440	–	–	0.02%	67
2021 Q2	$61K	Hold	1,440	–	–	0.02%	65
2021 Q1	$64K	Hold	1,440	–	–	0.02%	62
2020 Q4	$51K	Hold	1,440	–	–	0.02%	70
2020 Q3	$48K	Hold	1,440	–	–	0.02%	68
2020 Q2	$52K	Hold	1,440	–	–	0.02%	61
2020 Q1	$62K	Hold	1,440	–	–	0.03%	50
2019 Q4	$67K	Buy	+1,440	New	+$64.5K	0.03%	57

Other funds holding HE

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cedar Mountain Advisors's HE Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its Hawaiian Electric Industries (HE) stake by 1.6% in Q2 2026, selling an estimated $185 and leaving 792 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Cedar Mountain Advisors first reported a position in HE in Q4 2019 and has held it in 24 quarters since. The position peaked at $67K in Q4 2019. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Cedar Mountain Advisors held 792 shares of Hawaiian Electric Industries worth $10.7K as of Q2 2026.
Cedar Mountain Advisors sold 13 Hawaiian Electric Industries shares in Q2 2026, an estimated $185.
Hawaiian Electric Industries made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #480 holding.
Cedar Mountain Advisors first reported a position in Hawaiian Electric Industries in Q4 2019 and has held it in 24 quarters since.
Cedar Mountain Advisors's Hawaiian Electric Industries position peaked at $67K in Q4 2019.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.