EF
HE icon

Empowered Funds’s Hawaiian Electric Industries HE Stock Holding History

Empowered Funds’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 		$239K Sell
17,683
-5,497
-24% -$78.3K ﹤0.01% 1948
2026
Q1 		$344K Buy
+23,180
New +$351K ﹤0.01% 1770
2025
Q4 		– Sell
-18,328
Closed -$202K – 1386
2025
Q3 		$202K Buy
18,328
+692
+4% +$7.88K ﹤0.01% 1720
2025
Q2 		$187K Sell
17,636
-9,054
-34% -$94.5K ﹤0.01% 1656
2025
Q1 		$292K Buy
26,690
+3,060
+13% +$30.9K ﹤0.01% 1412
2024
Q4 		$230K Buy
+23,630
New +$239K ﹤0.01% 1466

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Empowered Funds's HE Position: Q2 2026 in Review

Empowered Funds reduced its Hawaiian Electric Industries (HE) stake by 24% in Q2 2026, selling an estimated $78.3K and leaving 17,683 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Empowered Funds first reported a position in HE in Q4 2024 and has held it in 6 quarters since. The position peaked at $344K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Empowered Funds held 17,683 shares of Hawaiian Electric Industries worth $239K as of Q2 2026.
  • Empowered Funds sold 5,497 Hawaiian Electric Industries shares in Q2 2026, an estimated $78.3K.
  • Hawaiian Electric Industries made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1948 holding.
  • Empowered Funds first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 6 quarters since.
  • Empowered Funds's Hawaiian Electric Industries position peaked at $344K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.