Evergreen Capital Management’s Hawaiian Electric Industries HE Stock Holding History

Evergreen Capital 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	$271K	Sell	20,021 -3,995	-17%	-$56.9K	﹤0.01%	1279
2026 Q1	$356K	Buy	24,016 +4,216	+21%	+$63.8K	0.01%	1000
2025 Q4	$244K	Sell	19,800 -5,237	-21%	-$60.7K	0.01%	1181
2025 Q3	$276K	Buy	25,037 +7,682	+44%	+$87.5K	0.01%	1034
2025 Q2	$184K	Buy	17,355 +1,281	+8%	+$13.4K	0.01%	1055
2025 Q1	$176K	Buy	+16,074	New	+$162K	0.01%	1018
2024 Q3	–	Sell	-10,123	Closed	-$91.3K	–	1030
2024 Q2	$91.3K	Buy	+10,123	New	+$105K	﹤0.01%	918

Other funds holding HE

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Capital Management's HE Position: Q2 2026 in Review

Evergreen Capital Management reduced its Hawaiian Electric Industries (HE) stake by 17% in Q2 2026, selling an estimated $56.9K and leaving 20,021 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Evergreen Capital Management first reported a position in HE in Q2 2024 and has held it in 7 quarters since. The position peaked at $356K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Evergreen Capital Management held 20,021 shares of Hawaiian Electric Industries worth $271K as of Q2 2026.
Evergreen Capital Management sold 3,995 Hawaiian Electric Industries shares in Q2 2026, an estimated $56.9K.
Hawaiian Electric Industries made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1279 holding.
Evergreen Capital Management first reported a position in Hawaiian Electric Industries in Q2 2024 and has held it in 7 quarters since.
Evergreen Capital Management's Hawaiian Electric Industries position peaked at $356K in Q1 2026.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.