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Drive Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Drive Wealth Management’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
-11,386
Closed -$169K – 472
2026
Q1 		$169K Buy
+11,386
New +$172K 0.04% 358

Other funds holding HE

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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 $3.38T AUM 44.17% 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

Drive Wealth Management's HE Position: Q2 2026 in Review

Drive Wealth Management sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 11,386 shares — an estimated $169K sold.

Drive Wealth Management first reported a position in HE in Q1 2026 and held it in 1 quarter. The position peaked at $169K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Drive Wealth Management reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • Drive Wealth Management sold 11,386 Hawaiian Electric Industries shares in Q2 2026, an estimated $169K.
  • Drive Wealth Management first reported a position in Hawaiian Electric Industries in Q1 2026 and held it in 1 quarter.
  • Drive Wealth Management's Hawaiian Electric Industries position peaked at $169K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.