Fortitude Family Office’s Hawaiian Electric Industries HE Stock Holding History

Fortitude Family Office’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	$12.7K	Buy	1,421 +1,300	+1,074%	+$15.3K	﹤0.01%	1094
2026 Q2	$1.64K	Hold	121	–	–	﹤0.01%	1562
2026 Q1	$1.8K	Hold	121	–	–	﹤0.01%	1320
2025 Q4	$1.49K	Buy	+121	New	+$1.4K	﹤0.01%	1295
2025 Q3	–	Sell	-94	Closed	-$999	–	2051
2025 Q2	$999	Buy	+94	New	+$981	﹤0.01%	1508
2024 Q1	–	Sell	-294	Closed	-$4.17K	–	1024
2023 Q4	$4.17K	Buy	+294	New	+$3.82K	﹤0.01%	746

Other funds holding HE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Fortitude Family Office's HE Position: Q3 2026 in Review

Fortitude Family Office increased its Hawaiian Electric Industries (HE) stake by 1,074% in Q3 2026, buying an estimated $15.3K and bringing the position to 1,421 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Fortitude Family Office first reported a position in HE in Q4 2023 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold HE as of Q3 2026.

Fortitude Family Office held 1,421 shares of Hawaiian Electric Industries worth $12.7K as of Q3 2026.
Fortitude Family Office bought 1,300 Hawaiian Electric Industries shares in Q3 2026, an estimated $15.3K.
Hawaiian Electric Industries made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1094 holding.
Fortitude Family Office first reported a position in Hawaiian Electric Industries in Q4 2023 and has held it in 6 quarters since.
33 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.