Congress Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Congress Asset Management’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	$13.5M	Buy	996,265 +6,930	+0.7%	+$98.8K	0.08%	190
2026 Q1	$14.7M	Buy	989,335 +212,256	+27%	+$3.21M	0.11%	177
2025 Q4	$9.56M	Buy	777,079 +18,091	+2%	+$210K	0.07%	195
2025 Q3	$8.38M	Sell	758,988 -2,387	-0.3%	-$27.2K	0.06%	197
2025 Q2	$8.09M	Sell	761,375 -2,002	-0.3%	-$20.9K	0.06%	198
2025 Q1	$8.36M	Buy	+763,377	New	+$7.71M	0.06%	196

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

Congress Asset Management's HE Position: Q2 2026 in Review

Congress Asset Management increased its Hawaiian Electric Industries (HE) stake by 0.7% in Q2 2026, buying an estimated $98.8K and bringing the position to 996,265 shares worth $13.5M. The position accounts for 0.08% of the portfolio, ranked #190.

Congress Asset Management first reported a position in HE in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.7M in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Congress Asset Management held 996,265 shares of Hawaiian Electric Industries worth $13.5M as of Q2 2026.
Congress Asset Management bought 6,930 Hawaiian Electric Industries shares in Q2 2026, an estimated $98.8K.
Hawaiian Electric Industries made up 0.08% of Congress Asset Management's portfolio in Q2 2026, its #190 holding.
Congress Asset Management first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 6 quarters since.
Congress Asset Management's Hawaiian Electric Industries position peaked at $14.7M in Q1 2026.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.