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Farmers & Merchants Investments Inc’s Hawaiian Electric Industries HE Stock Holding History

Farmers & Merchants Investments Inc’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 		$677 Hold
50
– – ﹤0.01% 1631
2026
Q1 		$742 Hold
50
– – ﹤0.01% 1563
2025
Q4 		$615 Buy
+50
New +$579 ﹤0.01% 1580
2023
Q3 		– Sell
-14,835
Closed -$537K – 1784
2023
Q2 		$537K Sell
14,835
-2,037
-12% -$76.7K 0.02% 225
2023
Q1 		$648K Hold
16,872
– – 0.03% 208
2022
Q4 		$706K Sell
16,872
-2
-0% -$77 0.03% 205
2022
Q3 		$585K Buy
16,874
+52
+0.3% +$2.09K 0.03% 220
2022
Q2 		$688K Hold
16,822
– – 0.03% 218
2022
Q1 		$712K Hold
16,822
– – 0.03% 222
2021
Q4 		$698K Hold
16,822
– – 0.03% 221
2021
Q3 		$687K Hold
16,822
– – 0.03% 217
2021
Q2 		$711K Hold
16,822
– – 0.03% 190
2021
Q1 		$747K Hold
16,822
– – 0.04% 179
2020
Q4 		$595K Hold
16,822
– – 0.03% 185
2020
Q3 		$559K Hold
16,822
– – 0.03% 184
2020
Q2 		$607K Hold
16,822
– – 0.04% 174
2020
Q1 		$724K Hold
16,822
– – 0.06% 162
2019
Q4 		$788K Hold
16,822
– – 0.05% 165
2019
Q3 		$767K Sell
16,822
-5,245
-24% -$233K 0.05% 167
2019
Q2 		$961K Hold
22,067
– – 0.06% 161
2019
Q1 		$900K Hold
22,067
– – 0.06% 163
2018
Q4 		$808K Hold
22,067
– – 0.06% 158
2018
Q3 		$785K Hold
22,067
– – 0.05% 164
2018
Q2 		$757K Hold
22,067
– – 0.06% 169
2018
Q1 		$759K Hold
22,067
– – 0.06% 170
2017
Q4 		$798K Hold
22,067
– – 0.06% 168
2017
Q3 		$736K Sell
22,067
-3,933
-15% -$130K 0.06% 167
2017
Q2 		$842K Hold
26,000
– – 0.07% 164
2017
Q1 		$866K Sell
26,000
-26,000
-50% -$863K 0.08% 164
2016
Q4 		$1.72M Hold
52,000
– – 0.16% 139
2016
Q3 		$1.55M Buy
+52,000
New +$1.6M 0.16% 136

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Farmers & Merchants Investments Inc's HE Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 50 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Farmers & Merchants Investments Inc first reported a position in HE in Q3 2016 and has held it in 31 quarters since. The position peaked at $1.72M in Q4 2016. 153 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Farmers & Merchants Investments Inc held 50 shares of Hawaiian Electric Industries worth $677 as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1631 holding.
  • Farmers & Merchants Investments Inc first reported a position in Hawaiian Electric Industries in Q3 2016 and has held it in 31 quarters since.
  • Farmers & Merchants Investments Inc's Hawaiian Electric Industries position peaked at $1.72M in Q4 2016.
  • 153 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.