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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
Q2 		$1.79K 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

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

Cornerstone Planning Group's HE Position: Q2 2026 in Review

Cornerstone Planning Group held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 132 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Cornerstone Planning Group first reported a position in HE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.21K in Q2 2024. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Cornerstone Planning Group held 132 shares of Hawaiian Electric Industries worth $1.79K as of Q2 2026.
  • Cornerstone Planning Group left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1356 holding.
  • Cornerstone Planning Group first reported a position in Hawaiian Electric Industries in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Hawaiian Electric Industries position peaked at $2.21K in Q2 2024.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.