Fulcrum Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Fulcrum Asset Management’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	$597	Buy	+44	New	+$627	﹤0.01%	984

Other funds holding HE

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fulcrum Asset Management's HE Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 44 shares worth $597. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings.

337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Fulcrum Asset Management held 44 shares of Hawaiian Electric Industries worth $597 as of Q2 2026.
Hawaiian Electric Industries was a new Fulcrum Asset Management position in Q2 2026.
Hawaiian Electric Industries made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #984 holding.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.