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Clearstead Advisors’s Hawaiian Electric Industries HE Stock Holding History

Clearstead 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 		$17K Buy
1,260
+60
+5% +$855 ﹤0.01% 1836
2026
Q1 		$17.8K Buy
+1,200
New +$18.1K ﹤0.01% 1473

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

Clearstead Advisors's HE Position: Q2 2026 in Review

Clearstead Advisors increased its Hawaiian Electric Industries (HE) stake by 5% in Q2 2026, buying an estimated $855 and bringing the position to 1,260 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Clearstead Advisors first reported a position in HE in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.8K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Clearstead Advisors held 1,260 shares of Hawaiian Electric Industries worth $17K as of Q2 2026.
  • Clearstead Advisors bought 60 Hawaiian Electric Industries shares in Q2 2026, an estimated $855.
  • Hawaiian Electric Industries made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1836 holding.
  • Clearstead Advisors first reported a position in Hawaiian Electric Industries in Q1 2026 and has held it in 2 quarters since.
  • Clearstead Advisors's Hawaiian Electric Industries position peaked at $17.8K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.