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Concord Wealth Partners’s Hawaiian Electric Industries HE Stock Holding History

Concord Wealth 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
Q1 		– Sell
-640
Closed -$7.87K – 445
2025
Q4 		$7.87K Sell
640
-560
-47% -$6.49K ﹤0.01% 566
2025
Q3 		$13.2K Sell
1,200
-40
-3% -$456 ﹤0.01% 501
2025
Q2 		$13.2K Buy
1,240
+40
+3% +$417 ﹤0.01% 509
2025
Q1 		$13.1K Hold
1,200
– – ﹤0.01% 483
2024
Q4 		$11.7K Sell
1,200
-40
-3% -$404 ﹤0.01% 513
2024
Q3 		$12K Buy
1,240
+40
+3% +$496 ﹤0.01% 542
2024
Q2 		$10.8K Sell
1,200
-40
-3% -$416 ﹤0.01% 500
2024
Q1 		$14K Buy
1,240
+40
+3% +$508 ﹤0.01% 539
2023
Q4 		$17K Sell
1,200
-40
-3% -$520 ﹤0.01% 504
2023
Q3 		$15.3K Hold
1,240
– – ﹤0.01% 551
2023
Q2 		$44.9K Hold
1,240
– – 0.01% 381
2023
Q1 		$47.6K Buy
+1,240
New +$50.3K 0.01% 355

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

Concord Wealth Partners's HE Position: Q1 2026 in Review

Concord Wealth Partners sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 640 shares — an estimated $7.87K sold.

Concord Wealth Partners first reported a position in HE in Q1 2023 and held it in 12 quarters. The position peaked at $47.6K in Q1 2023. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Concord Wealth Partners reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 640 Hawaiian Electric Industries shares in Q1 2026, an estimated $7.87K.
  • Concord Wealth Partners first reported a position in Hawaiian Electric Industries in Q1 2023 and held it in 12 quarters.
  • Concord Wealth Partners's Hawaiian Electric Industries position peaked at $47.6K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.