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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
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

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

CoreCap Advisors's HE Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 240 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #2403 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in HE as recently as Q1 2025.

CoreCap Advisors first reported a position in HE in Q4 2024 and has held it in 3 quarters since. The position peaked at $20.8K in Q1 2025. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • CoreCap Advisors held 240 shares of Hawaiian Electric Industries worth $3.25K as of Q2 2026.
  • Hawaiian Electric Industries was a new CoreCap Advisors position in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2403 holding.
  • CoreCap Advisors first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 3 quarters since.
  • CoreCap Advisors's Hawaiian Electric Industries position peaked at $20.8K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.