Cornerstone Planning Group’s Hawaiian Electric Industries HE Stock Holding History

Cornerstone Planning Group’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	–	Sell	-132	Closed	-$1.8K	–	819
2026 Q2	$1.8K	Hold	132	–	–	﹤0.01%	1356
2026 Q1	$2.03K	Hold	132	–	–	﹤0.01%	1296
2025 Q4	$2.09K	Hold	132	–	–	﹤0.01%	1189
2025 Q3	$1.53K	Hold	132	–	–	﹤0.01%	1215
2025 Q2	$1.46K	Hold	132	–	–	﹤0.01%	1021
2025 Q1	$1.36K	Hold	132	–	–	﹤0.01%	1067
2024 Q4	$1.19K	Hold	132	–	–	﹤0.01%	921
2024 Q3	$1.31K	Hold	132	–	–	﹤0.01%	876
2024 Q2	$2.21K	Buy	132 +72	+120%	+$748	﹤0.01%	737
2024 Q1	$627	Buy	+60	New	+$763	﹤0.01%	875

Other funds holding HE

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return

TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cornerstone Planning Group's HE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Hawaiian Electric Industries (HE) in Q3 2026, closing a stake of 132 shares — an estimated $1.8K sold.

Cornerstone Planning Group first reported a position in HE in Q1 2024 and held it in 10 quarters. The position peaked at $2.21K in Q2 2024. 66 funds tracked by Wall St. Rank hold HE as of Q3 2026.

Cornerstone Planning Group reported no remaining Hawaiian Electric Industries position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 132 Hawaiian Electric Industries shares in Q3 2026, an estimated $1.8K.
Cornerstone Planning Group first reported a position in Hawaiian Electric Industries in Q1 2024 and held it in 10 quarters.
Cornerstone Planning Group's Hawaiian Electric Industries position peaked at $2.21K in Q2 2024.
66 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.