Focus Partners Wealth
HE icon

Focus Partners Wealth’s Hawaiian Electric Industries HE Stock Holding History

Focus Partners Wealth’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 		$1.83M Buy
135,183
+21,236
+19% +$303K ﹤0.01% 1395
2026
Q1 		$1.7M Buy
113,947
+8,515
+8% +$129K ﹤0.01% 1390
2025
Q4 		$1.3M Buy
105,432
+83,028
+371% +$962K ﹤0.01% 1524
2025
Q3 		$255K Buy
+22,404
New +$255K ﹤0.01% 1929

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

Focus Partners Wealth's HE Position: Q2 2026 in Review

Focus Partners Wealth increased its Hawaiian Electric Industries (HE) stake by 19% in Q2 2026, buying an estimated $303K and bringing the position to 135,183 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Focus Partners Wealth first reported a position in HE in Q3 2025 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Focus Partners Wealth held 135,183 shares of Hawaiian Electric Industries worth $1.83M as of Q2 2026.
  • Focus Partners Wealth bought 21,236 Hawaiian Electric Industries shares in Q2 2026, an estimated $303K.
  • Hawaiian Electric Industries made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1395 holding.
  • Focus Partners Wealth first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.