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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortitude Family Office's HE Position: Q1 2026 in Review

Fortitude Family Office held its Hawaiian Electric Industries (HE) position steady in Q1 2026 at 121 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Fortitude Family Office first reported a position in HE in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.17K in Q4 2023. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

Fortitude Family Office held 121 shares of Hawaiian Electric Industries worth $1.8K as of Q1 2026.
Fortitude Family Office left its Hawaiian Electric Industries share count unchanged in Q1 2026.
Hawaiian Electric Industries made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1320 holding.
Fortitude Family Office first reported a position in Hawaiian Electric Industries in Q4 2023 and has held it in 4 quarters since.
Fortitude Family Office's Hawaiian Electric Industries position peaked at $4.17K in Q4 2023.
339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.