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FourThought Financial Partners’s Hawaiian Electric Industries HE Stock Holding History

FourThought Financial Partners’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 		– Sell
-20,381
Closed -$302K – 409
2026
Q1 		$302K Buy
20,381
+544
+3% +$8.23K 0.03% 263
2025
Q4 		$244K Sell
19,837
-9,384
-32% -$109K 0.02% 388
2025
Q3 		$323K Buy
+29,221
New +$333K 0.03% 299

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

FourThought Financial Partners's HE Position: Q2 2026 in Review

FourThought Financial Partners sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 20,381 shares — an estimated $302K sold.

FourThought Financial Partners first reported a position in HE in Q3 2025 and held it in 3 quarters. The position peaked at $323K in Q3 2025. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • FourThought Financial Partners reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 20,381 Hawaiian Electric Industries shares in Q2 2026, an estimated $302K.
  • FourThought Financial Partners first reported a position in Hawaiian Electric Industries in Q3 2025 and held it in 3 quarters.
  • FourThought Financial Partners's Hawaiian Electric Industries position peaked at $323K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

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