Elevation Wealth Partners
HE icon

Elevation Wealth Partners’s Hawaiian Electric Industries HE Stock Holding History

Elevation Wealth Partners’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 		$33K Buy
3,695
+3,347
+962% +$39.4K 0.01% 507
2026
Q2 		$4.71K Buy
348
+250
+255% +$3.56K ﹤0.01% 1033
2026
Q1 		$1.46K Buy
98
+59
+151% +$892 ﹤0.01% 961
2025
Q4 		$480 Sell
39
-118
-75% -$1.37K ﹤0.01% 910
2025
Q3 		$1.73K Buy
+157
New +$1.79K ﹤0.01% 670

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Lesa Sroufe & Co
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T3 Companies
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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

Elevation Wealth Partners's HE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Hawaiian Electric Industries (HE) stake by 962% in Q3 2026, buying an estimated $39.4K and bringing the position to 3,695 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #507.

Elevation Wealth Partners first reported a position in HE in Q3 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Elevation Wealth Partners held 3,695 shares of Hawaiian Electric Industries worth $33K as of Q3 2026.
  • Elevation Wealth Partners bought 3,347 Hawaiian Electric Industries shares in Q3 2026, an estimated $39.4K.
  • Hawaiian Electric Industries made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #507 holding.
  • Elevation Wealth Partners first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.