Cedar Mountain Advisors
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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
Q3 		$7.08K Hold
792
– – ﹤0.01% 557
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 		$1.1K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Cedar Mountain Advisors's HE Position: Q3 2026 in Review

Cedar Mountain Advisors held its Hawaiian Electric Industries (HE) position steady in Q3 2026 at 792 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Cedar Mountain Advisors first reported a position in HE in Q4 2019 and has held it in 25 quarters since. The position peaked at $67K in Q4 2019. 194 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Cedar Mountain Advisors held 792 shares of Hawaiian Electric Industries worth $7.08K as of Q3 2026.
  • Cedar Mountain Advisors left its Hawaiian Electric Industries share count unchanged in Q3 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #557 holding.
  • Cedar Mountain Advisors first reported a position in Hawaiian Electric Industries in Q4 2019 and has held it in 25 quarters since.
  • Cedar Mountain Advisors's Hawaiian Electric Industries position peaked at $67K in Q4 2019.
  • 194 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.