Corient Private Wealth
HE icon

Corient Private Wealth’s Hawaiian Electric Industries HE Stock Holding History

Corient Private Wealth’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 		$6.63M Buy
490,229
+144,124
+42% +$2.05M 0.01% 790
2026
Q1 		$4.98M Buy
346,105
+230,178
+199% +$3.48M 0.01% 843
2025
Q4 		$1.43M Buy
115,927
+58,387
+101% +$677K ﹤0.01% 1327
2025
Q3 		$635K Buy
57,540
+18,814
+49% +$214K ﹤0.01% 1666
2025
Q2 		$412K Buy
38,726
+16,594
+75% +$173K ﹤0.01% 1806
2025
Q1 		$242K Buy
+22,132
New +$224K ﹤0.01% 1965
2024
Q4 		– Sell
-34,471
Closed -$334K – 2423
2024
Q3 		$334K Sell
34,471
-19,008
-36% -$236K ﹤0.01% 1966
2024
Q2 		$482K Buy
53,479
+40,749
+320% +$423K ﹤0.01% 1663
2024
Q1 		$143K Sell
12,730
-993
-7% -$12.6K ﹤0.01% 2142
2023
Q4 		$195K Buy
+13,723
New +$178K ﹤0.01% 2085

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

Corient Private Wealth's HE Position: Q2 2026 in Review

Corient Private Wealth increased its Hawaiian Electric Industries (HE) stake by 42% in Q2 2026, buying an estimated $2.05M and bringing the position to 490,229 shares worth $6.63M. The position accounts for 0.01% of the portfolio, ranked #790.

Corient Private Wealth first reported a position in HE in Q4 2023 and has held it in 10 quarters since. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Corient Private Wealth held 490,229 shares of Hawaiian Electric Industries worth $6.63M as of Q2 2026.
  • Corient Private Wealth bought 144,124 Hawaiian Electric Industries shares in Q2 2026, an estimated $2.05M.
  • Hawaiian Electric Industries made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #790 holding.
  • Corient Private Wealth first reported a position in Hawaiian Electric Industries in Q4 2023 and has held it in 10 quarters since.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.