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Chicago Partners Investment Group’s Hawaiian Electric Industries HE Stock Holding History

Chicago Partners Investment Group’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 		$610K Buy
40,239
+3,128
+8% +$47.3K 0.01% 769
2025
Q4 		$547K Buy
37,111
+1,451
+4% +$16.8K 0.01% 712
2025
Q3 		$426K Buy
35,660
+12,508
+54% +$142K 0.01% 784
2025
Q2 		$251K Buy
23,152
+8,731
+61% +$91.1K 0.01% 928
2025
Q1 		$150K Buy
+14,421
New +$146K 0.01% 882
2023
Q3 		– Sell
-6,960
Closed -$267K – 681
2023
Q2 		$267K Buy
6,960
+346
+5% +$13K 0.01% 556
2023
Q1 		$261K Buy
6,614
+3
+0% +$122 0.02% 543
2022
Q4 		$287K Buy
6,611
+70
+1% +$2.7K 0.02% 487
2022
Q3 		$244K Buy
6,541
+3
+0% +$121 0.02% 481
2022
Q2 		$277K Sell
6,538
-201
-3% -$8.45K 0.02% 460
2022
Q1 		$285K Sell
6,739
-482
-7% -$20.1K 0.02% 426
2021
Q4 		$298K Buy
7,221
+452
+7% +$18.3K 0.02% 439
2021
Q3 		$272K Sell
6,769
-118
-2% -$5.06K 0.02% 461
2021
Q2 		$298K Buy
6,887
+488
+8% +$21.1K 0.02% 425
2021
Q1 		$273K Buy
+6,399
New +$235K 0.02% 420

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

Chicago Partners Investment Group's HE Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Hawaiian Electric Industries (HE) stake by 8.4% in Q1 2026, buying an estimated $47.3K and bringing the position to 40,239 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #769.

Chicago Partners Investment Group first reported a position in HE in Q1 2021 and has held it in 15 quarters since. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Chicago Partners Investment Group held 40,239 shares of Hawaiian Electric Industries worth $610K as of Q1 2026.
  • Chicago Partners Investment Group bought 3,128 Hawaiian Electric Industries shares in Q1 2026, an estimated $47.3K.
  • Hawaiian Electric Industries made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #769 holding.
  • Chicago Partners Investment Group first reported a position in Hawaiian Electric Industries in Q1 2021 and has held it in 15 quarters since.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.