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Community Financial Services Group’s Hawaiian Electric Industries HE Stock Holding History

Community Financial Services 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
Q2 		$2.68K Hold
200
– – ﹤0.01% 469
2026
Q1 		$3.04K Buy
+200
New +$3.02K ﹤0.01% 399

Other funds holding HE

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Community Financial Services Group's HE Position: Q2 2026 in Review

Community Financial Services Group held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 200 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Community Financial Services Group first reported a position in HE in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.04K in Q1 2026. 43 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Community Financial Services Group held 200 shares of Hawaiian Electric Industries worth $2.68K as of Q2 2026.
  • Community Financial Services Group left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #469 holding.
  • Community Financial Services Group first reported a position in Hawaiian Electric Industries in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's Hawaiian Electric Industries position peaked at $3.04K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.