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Dockside LLC’s Hawaiian Electric Industries HE Stock Holding History

Dockside LLC’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 		– Sell
-61,260
Closed -$909K – 255
2026
Q1 		$909K Buy
+61,260
New +$926K 0.23% 129

Other funds holding HE

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Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
PA
Promethium Advisors Bethesda, Maryland $208M AUM 29.41% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

Dockside LLC's HE Position: Q1 2026 in Review

Dockside LLC sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 103,340 shares — an estimated $1.56M sold.

Dockside LLC first reported a position in HE in Q4 2025 and held it in 1 quarter. The position peaked at $1.27M in Q4 2025. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Dockside LLC reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
  • Dockside LLC sold 103,340 Hawaiian Electric Industries shares in Q1 2026, an estimated $1.56M.
  • Dockside LLC first reported a position in Hawaiian Electric Industries in Q4 2025 and held it in 1 quarter.
  • Dockside LLC's Hawaiian Electric Industries position peaked at $1.27M in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Dockside LLC's 13F filing for Q1 2026, filed 11 May 2026.