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Essex Financial Services’s Hawaiian Electric Industries HE Stock Holding History

Essex Financial Services’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 		$307K Sell
22,681
-3,576
-14% -$51K 0.02% 648
2026
Q1 		$390K Buy
+26,257
New +$397K 0.02% 534

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 $3.38T AUM 44.17% 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

Essex Financial Services's HE Position: Q2 2026 in Review

Essex Financial Services reduced its Hawaiian Electric Industries (HE) stake by 14% in Q2 2026, selling an estimated $51K and leaving 22,681 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #648.

Essex Financial Services first reported a position in HE in Q1 2026 and has held it in 2 quarters since. The position peaked at $390K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Essex Financial Services held 22,681 shares of Hawaiian Electric Industries worth $307K as of Q2 2026.
  • Essex Financial Services sold 3,576 Hawaiian Electric Industries shares in Q2 2026, an estimated $51K.
  • Hawaiian Electric Industries made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #648 holding.
  • Essex Financial Services first reported a position in Hawaiian Electric Industries in Q1 2026 and has held it in 2 quarters since.
  • Essex Financial Services's Hawaiian Electric Industries position peaked at $390K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.