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Covestor’s Hawaiian Electric Industries HE Stock Holding History

Covestor’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 		$7K Buy
550
+77
+16% +$1.1K ﹤0.01% 1781
2026
Q1 		$7K Sell
473
-1,040
-69% -$15.7K ﹤0.01% 1657
2025
Q4 		$19K Buy
1,513
+725
+92% +$8.4K 0.01% 1303
2025
Q3 		$9K Hold
788
– – 0.01% 1659
2025
Q2 		$9K Sell
788
-2
-0.3% -$21 0.01% 1633
2025
Q1 		$9K Buy
790
+9
+1% +$91 0.01% 1556
2024
Q4 		$8K Buy
781
+16
+2% +$162 0.01% 1633
2024
Q3 		$8K Sell
765
-5
-0.6% -$62 0.01% 1655
2024
Q2 		$7K Sell
770
-844
-52% -$8.77K ﹤0.01% 1713
2024
Q1 		$19K Buy
1,614
+83
+5% +$1.05K 0.01% 1232
2023
Q4 		$22K Sell
1,531
-2,733
-64% -$35.5K 0.02% 1163
2023
Q3 		$53K Buy
4,264
+706
+20% +$17.2K 0.04% 750
2023
Q2 		$129K Buy
3,558
+660
+23% +$24.8K 0.1% 299
2023
Q1 		$111K Sell
2,898
-1,326
-31% -$53.7K 0.1% 324
2022
Q4 		$177K Buy
4,224
+921
+28% +$35.5K 0.14% 153
2022
Q3 		$115K Buy
3,303
+82
+3% +$3.3K 0.1% 286
2022
Q2 		$132K Buy
3,221
+252
+8% +$10.6K 0.1% 258
2022
Q1 		$126K Buy
2,969
+2,272
+326% +$94.6K 0.08% 369
2021
Q4 		$29K Buy
+697
New +$28.3K 0.04% 760

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

Covestor's HE Position: Q2 2026 in Review

Covestor increased its Hawaiian Electric Industries (HE) stake by 16% in Q2 2026, buying an estimated $1.1K and bringing the position to 550 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Covestor first reported a position in HE in Q4 2021 and has held it in 19 quarters since. The position peaked at $177K in Q4 2022. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Covestor held 550 shares of Hawaiian Electric Industries worth $7K as of Q2 2026.
  • Covestor bought 77 Hawaiian Electric Industries shares in Q2 2026, an estimated $1.1K.
  • Hawaiian Electric Industries made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1781 holding.
  • Covestor first reported a position in Hawaiian Electric Industries in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Hawaiian Electric Industries position peaked at $177K in Q4 2022.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.