Financial Consulate’s Hawaiian Electric Industries HE Stock Holding History

Financial Consulate’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	$117	Buy	+13	New	+$153	﹤0.01%	1788

Other funds holding HE

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return

TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Financial Consulate's HE Position: Q3 2026 in Review

Financial Consulate opened a new position in Hawaiian Electric Industries (HE) in Q3 2026: 13 shares worth $117. The stake represents ﹤0.01% of the portfolio and ranks #1788 among its holdings.

66 funds tracked by Wall St. Rank hold HE as of Q3 2026.

Financial Consulate held 13 shares of Hawaiian Electric Industries worth $117 as of Q3 2026.
Hawaiian Electric Industries was a new Financial Consulate position in Q3 2026.
Hawaiian Electric Industries made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1788 holding.
66 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.