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Farther Finance Advisors’s Hawaiian Electric Industries HE Stock Holding History

Farther Finance 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
Q3 		$54.5K Sell
6,092
-1,630
-21% -$19.2K ﹤0.01% 3339
2026
Q2 		$104K Sell
7,722
-42
-0.5% -$599 ﹤0.01% 2674
2026
Q1 		$118K Sell
7,764
-139
-2% -$2.1K ﹤0.01% 2389
2025
Q4 		$97.2K Buy
7,903
+3,778
+92% +$43.8K ﹤0.01% 2365
2025
Q3 		$45.5K Buy
4,125
+1,125
+38% +$12.8K ﹤0.01% 2496
2025
Q2 		$31.9K Sell
3,000
-469
-14% -$4.89K ﹤0.01% 2383
2025
Q1 		$38K Buy
3,469
+3,380
+3,798% +$34.2K ﹤0.01% 2035
2024
Q4 		$866 Buy
89
+18
+25% +$182 ﹤0.01% 3296
2024
Q3 		$687 Sell
71
-161
-69% -$2K ﹤0.01% 3345
2024
Q2 		$1.9K Buy
232
+188
+427% +$1.95K ﹤0.01% 2814
2024
Q1 		$488 Hold
44
– – ﹤0.01% 3029
2023
Q4 		$624 Buy
44
+21
+91% +$273 ﹤0.01% 2902
2023
Q3 		$283 Buy
23
+15
+188% +$365 ﹤0.01% 2400
2023
Q2 		$290 Buy
+8
New +$301 ﹤0.01% 2287

Other funds holding HE

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's HE Position: Q3 2026 in Review

Farther Finance Advisors reduced its Hawaiian Electric Industries (HE) stake by 21% in Q3 2026, selling an estimated $19.2K and leaving 6,092 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3339.

Farther Finance Advisors first reported a position in HE in Q2 2023 and has held it in 14 quarters since. The position peaked at $118K in Q1 2026. 13 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Farther Finance Advisors held 6,092 shares of Hawaiian Electric Industries worth $54.5K as of Q3 2026.
  • Farther Finance Advisors sold 1,630 Hawaiian Electric Industries shares in Q3 2026, an estimated $19.2K.
  • Hawaiian Electric Industries made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3339 holding.
  • Farther Finance Advisors first reported a position in Hawaiian Electric Industries in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Hawaiian Electric Industries position peaked at $118K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.