CPG
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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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return