CoreCap Advisors
HE icon

CoreCap Advisors’s Hawaiian Electric Industries HE Stock Holding History

CoreCap Advisors’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
Q3 		$2.15K Hold
240
– – ﹤0.01% 2486
2026
Q2 		$3.25K Buy
+240
New +$3.42K ﹤0.01% 2403
2025
Q2 		– Sell
-1,899
Closed -$20.8K – 2961
2025
Q1 		$20.8K Buy
1,899
+1,791
+1,658% +$18.1K ﹤0.01% 1511
2024
Q4 		$1.05K Buy
+108
New +$1.09K ﹤0.01% 2367

Other funds holding HE

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TMB Capital Partners
TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CoreCap Advisors's HE Position: Q3 2026 in Review

CoreCap Advisors held its Hawaiian Electric Industries (HE) position steady in Q3 2026 at 240 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

CoreCap Advisors first reported a position in HE in Q4 2024 and has held it in 4 quarters since. The position peaked at $20.8K in Q1 2025. 58 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • CoreCap Advisors held 240 shares of Hawaiian Electric Industries worth $2.15K as of Q3 2026.
  • CoreCap Advisors left its Hawaiian Electric Industries share count unchanged in Q3 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2486 holding.
  • CoreCap Advisors first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 4 quarters since.
  • CoreCap Advisors's Hawaiian Electric Industries position peaked at $20.8K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.