Cerity Partners
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Cerity Partners’s Hawaiian Electric Industries HE Stock Holding History

Cerity Partners’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 		– Sell
-73,754
Closed -$1.09M – 3482
2026
Q1 		$1.09M Buy
+73,754
New +$1.12M ﹤0.01% 1811
2025
Q1 		– Sell
-11,991
Closed -$116K – 2532
2024
Q4 		$116K Sell
11,991
-14,831
-55% -$150K ﹤0.01% 2319
2024
Q3 		$260K Sell
26,822
-18,850
-41% -$234K ﹤0.01% 2162
2024
Q2 		$412K Buy
45,672
+30,431
+200% +$316K ﹤0.01% 1639
2024
Q1 		$172K Buy
+15,241
New +$194K ﹤0.01% 2140
2023
Q3 		– Sell
-7,460
Closed -$270K – 1529
2023
Q2 		$270K Sell
7,460
-196
-3% -$7.38K ﹤0.01% 1429
2023
Q1 		$294K Buy
7,656
+2,383
+45% +$96.6K ﹤0.01% 1537
2022
Q4 		$220K Buy
+5,273
New +$204K ﹤0.01% 1287
2022
Q3 		– Sell
-5,892
Closed -$241K – 1206
2022
Q2 		$241K Buy
+5,892
New +$248K ﹤0.01% 1008
2022
Q1 		– Sell
-4,926
Closed -$204K – 1009
2021
Q4 		$204K Buy
+4,926
New +$200K ﹤0.01% 929

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

Cerity Partners's HE Position: Q2 2026 in Review

Cerity Partners sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 73,754 shares — an estimated $1.09M sold.

Cerity Partners first reported a position in HE in Q4 2021 and held it in 10 quarters. The position peaked at $1.09M in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Cerity Partners reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 73,754 Hawaiian Electric Industries shares in Q2 2026, an estimated $1.09M.
  • Cerity Partners first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 10 quarters.
  • Cerity Partners's Hawaiian Electric Industries position peaked at $1.09M in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.