EWM
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Empirical Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Empirical 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 		$270K Buy
19,957
+4,786
+32% +$68.2K ﹤0.01% 896
2026
Q1 		$225K Buy
15,171
+4,261
+39% +$64.4K ﹤0.01% 904
2025
Q4 		$134K Buy
+10,910
New +$126K ﹤0.01% 875

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
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
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
DA
Dougherty & Associates Spring Hill, Florida $125M AUM

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

Empirical Wealth Management increased its Hawaiian Electric Industries (HE) stake by 32% in Q2 2026, buying an estimated $68.2K and bringing the position to 19,957 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Empirical Wealth Management first reported a position in HE in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Empirical Wealth Management held 19,957 shares of Hawaiian Electric Industries worth $270K as of Q2 2026.
  • Empirical Wealth Management bought 4,786 Hawaiian Electric Industries shares in Q2 2026, an estimated $68.2K.
  • Hawaiian Electric Industries made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #896 holding.
  • Empirical Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.