EFG
HE icon

Ethos Financial Group’s Hawaiian Electric Industries HE Stock Holding History

Ethos Financial Group’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 		$924K Sell
68,288
-6,743
-9% -$96.1K 0.06% 239
2026
Q1 		$923K Hold
75,031
– – 0.07% 215
2025
Q4 		$923K Sell
75,031
-1,583
-2% -$18.3K 0.07% 202
2025
Q3 		$846K Buy
76,614
+8,832
+13% +$101K 0.07% 197
2025
Q2 		$721K Buy
67,782
+4,740
+8% +$49.5K 0.06% 215
2025
Q1 		$690K Buy
+63,042
New +$637K 0.07% 194

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Horizon Kinetics Asset Management
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
Quantinno Capital Management
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

Ethos Financial Group's HE Position: Q2 2026 in Review

Ethos Financial Group reduced its Hawaiian Electric Industries (HE) stake by 9% in Q2 2026, selling an estimated $96.1K and leaving 68,288 shares worth $924K. The position accounts for 0.06% of the portfolio, ranked #239.

Ethos Financial Group first reported a position in HE in Q1 2025 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Ethos Financial Group held 68,288 shares of Hawaiian Electric Industries worth $924K as of Q2 2026.
  • Ethos Financial Group sold 6,743 Hawaiian Electric Industries shares in Q2 2026, an estimated $96.1K.
  • Hawaiian Electric Industries made up 0.06% of Ethos Financial Group's portfolio in Q2 2026, its #239 holding.
  • Ethos Financial Group first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 6 quarters since.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.