CAG
HE icon

Crestwood Advisors Group’s Hawaiian Electric Industries HE Stock Holding History

Crestwood Advisors 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 		$321K Buy
23,725
+3,585
+18% +$51.1K ﹤0.01% 660
2026
Q1 		$299K Buy
20,140
+4,464
+28% +$67.5K 0.01% 572
2025
Q4 		$193K Buy
+15,676
New +$182K ﹤0.01% 673
2017
Q2 		– Sell
-227
Closed -$8K – 270
2017
Q1 		$8K Buy
+227
New +$7.53K ﹤0.01% 447

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

Crestwood Advisors Group's HE Position: Q2 2026 in Review

Crestwood Advisors Group increased its Hawaiian Electric Industries (HE) stake by 18% in Q2 2026, buying an estimated $51.1K and bringing the position to 23,725 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Crestwood Advisors Group first reported a position in HE in Q1 2017 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Crestwood Advisors Group held 23,725 shares of Hawaiian Electric Industries worth $321K as of Q2 2026.
  • Crestwood Advisors Group bought 3,585 Hawaiian Electric Industries shares in Q2 2026, an estimated $51.1K.
  • Hawaiian Electric Industries made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #660 holding.
  • Crestwood Advisors Group first reported a position in Hawaiian Electric Industries in Q1 2017 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.