Covestor
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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
Q3 		$5K Buy
567
+17
+3% +$200 ﹤0.01% 1856
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% +$1.06K 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

Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Lesa Sroufe & Co
Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return
T3 Companies
T3 Companies New York $103M AUM 54.73% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Promethium Advisors
Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return
TMB Capital Partners
TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Covestor's HE Position: Q3 2026 in Review

Covestor increased its Hawaiian Electric Industries (HE) stake by 3.1% in Q3 2026, buying an estimated $200 and bringing the position to 567 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Covestor first reported a position in HE in Q4 2021 and has held it in 20 quarters since. The position peaked at $177K in Q4 2022. 96 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Covestor held 567 shares of Hawaiian Electric Industries worth $5K as of Q3 2026.
  • Covestor bought 17 Hawaiian Electric Industries shares in Q3 2026, an estimated $200.
  • Hawaiian Electric Industries made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1856 holding.
  • Covestor first reported a position in Hawaiian Electric Industries in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Hawaiian Electric Industries position peaked at $177K in Q4 2022.
  • 96 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.