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Continuum Advisory’s Hawaiian Electric Industries HE Stock Holding History

Continuum Advisory’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 		$9.19K Buy
+679
New +$9.68K ﹤0.01% 1286
2025
Q2 		– Sell
-679
Closed -$7.43K – 893
2025
Q1 		$7.43K Hold
679
– – ﹤0.01% 1042
2024
Q4 		$6.61K Hold
679
– – ﹤0.01% 1081
2024
Q3 		$6.68K Hold
679
– – ﹤0.01% 1089
2024
Q2 		$6.13K Hold
679
– – ﹤0.01% 1049
2024
Q1 		$6.95K Buy
+679
New +$8.63K ﹤0.01% 1016

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

Continuum Advisory's HE Position: Q2 2026 in Review

Continuum Advisory opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 679 shares worth $9.19K. The stake represents ﹤0.01% of the portfolio and ranks #1286 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in HE as recently as Q1 2025.

Continuum Advisory first reported a position in HE in Q1 2024 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Continuum Advisory held 679 shares of Hawaiian Electric Industries worth $9.19K as of Q2 2026.
  • Hawaiian Electric Industries was a new Continuum Advisory position in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1286 holding.
  • Continuum Advisory first reported a position in Hawaiian Electric Industries in Q1 2024 and has held it in 6 quarters since.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.