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 Q2	$8.66K	Buy	+640	New	+$9.12K	﹤0.01%	590
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 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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concord Wealth Partners's HE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 640 shares worth $8.66K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in HE as recently as Q4 2025.

Concord Wealth Partners first reported a position in HE in Q1 2023 and has held it in 13 quarters since. The position peaked at $47.6K in Q1 2023. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Concord Wealth Partners held 640 shares of Hawaiian Electric Industries worth $8.66K as of Q2 2026.
Hawaiian Electric Industries was a new Concord Wealth Partners position in Q2 2026.
Hawaiian Electric Industries made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #590 holding.
Concord Wealth Partners first reported a position in Hawaiian Electric Industries in Q1 2023 and has held it in 13 quarters since.
Concord Wealth Partners's Hawaiian Electric Industries position peaked at $47.6K in Q1 2023.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.