EWP
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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
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

Other funds holding HE

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners's HE Position: Q2 2026 in Review

Elevation Wealth Partners increased its Hawaiian Electric Industries (HE) stake by 255% in Q2 2026, buying an estimated $3.56K and bringing the position to 348 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Elevation Wealth Partners first reported a position in HE in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Elevation Wealth Partners held 348 shares of Hawaiian Electric Industries worth $4.71K as of Q2 2026.
  • Elevation Wealth Partners bought 250 Hawaiian Electric Industries shares in Q2 2026, an estimated $3.56K.
  • Hawaiian Electric Industries made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1033 holding.
  • Elevation Wealth Partners first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.