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

EverSource 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 		$9.79K Sell
724
-2,632
-78% -$37.5K ﹤0.01% 2926
2026
Q1 		$49.8K Buy
3,356
+674
+25% +$10.2K ﹤0.01% 1887
2025
Q4 		$33K Buy
2,682
+737
+38% +$8.54K ﹤0.01% 2036
2025
Q3 		$21.5K Buy
1,945
+51
+3% +$581 ﹤0.01% 2316
2025
Q2 		$20.1K Buy
1,894
+352
+23% +$3.67K ﹤0.01% 2281
2025
Q1 		$16.9K Buy
1,542
+565
+58% +$5.71K ﹤0.01% 1792
2024
Q4 		$9.51K Buy
977
+387
+66% +$3.91K ﹤0.01% 2024
2024
Q3 		$5.71K Hold
590
– – ﹤0.01% 2175
2024
Q2 		$9.77K Buy
590
+77
+15% +$800 ﹤0.01% 1866
2024
Q1 		$5.05K Buy
513
+290
+130% +$3.69K ﹤0.01% 2047
2023
Q4 		$3.16K Buy
223
+107
+92% +$1.39K ﹤0.01% 2035
2023
Q3 		$1.43K Buy
+116
New +$2.82K ﹤0.01% 2107

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

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

EverSource Wealth Advisors reduced its Hawaiian Electric Industries (HE) stake by 78% in Q2 2026, selling an estimated $37.5K and leaving 724 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2926.

EverSource Wealth Advisors first reported a position in HE in Q3 2023 and has held it in 12 quarters since. The position peaked at $49.8K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • EverSource Wealth Advisors held 724 shares of Hawaiian Electric Industries worth $9.79K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,632 Hawaiian Electric Industries shares in Q2 2026, an estimated $37.5K.
  • Hawaiian Electric Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2926 holding.
  • EverSource Wealth Advisors first reported a position in Hawaiian Electric Industries in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Hawaiian Electric Industries position peaked at $49.8K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.