EWA
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EP Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

EP Wealth Advisors’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 		$246K Buy
18,213
+2,790
+18% +$39.8K ﹤0.01% 1402
2026
Q1 		$229K Buy
15,423
+1,229
+9% +$18.6K ﹤0.01% 1331
2025
Q4 		$175K Buy
+14,194
New +$165K ﹤0.01% 1407

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

EP Wealth Advisors's HE Position: Q2 2026 in Review

EP Wealth Advisors increased its Hawaiian Electric Industries (HE) stake by 18% in Q2 2026, buying an estimated $39.8K and bringing the position to 18,213 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

EP Wealth Advisors first reported a position in HE in Q4 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • EP Wealth Advisors held 18,213 shares of Hawaiian Electric Industries worth $246K as of Q2 2026.
  • EP Wealth Advisors bought 2,790 Hawaiian Electric Industries shares in Q2 2026, an estimated $39.8K.
  • Hawaiian Electric Industries made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1402 holding.
  • EP Wealth Advisors first reported a position in Hawaiian Electric Industries in Q4 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.