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GAMMA Investing’s Hawaiian Electric Industries HE Stock Holding History

GAMMA Investing’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 		$141K Sell
15,794
-2,433
-13% -$28.7K ﹤0.01% 1595
2026
Q2 		$247K Sell
18,227
-465
-2% -$6.63K 0.01% 1109
2026
Q1 		$277K Buy
18,692
+273
+1% +$4.13K 0.01% 894
2025
Q4 		$227K Sell
18,419
-2,387
-11% -$27.7K 0.01% 949
2025
Q3 		$230K Sell
20,806
-581
-3% -$6.62K 0.01% 876
2025
Q2 		$227K Sell
21,387
-3,696
-15% -$38.6K 0.01% 834
2025
Q1 		$275K Sell
25,083
-3,048
-11% -$30.8K 0.02% 617
2024
Q4 		$274K Sell
28,131
-3,974
-12% -$40.2K 0.02% 572
2024
Q3 		$311K Buy
32,105
+22,565
+237% +$280K 0.03% 458
2024
Q2 		$86.1K Buy
9,540
+4,308
+82% +$44.8K 0.01% 860
2024
Q1 		$59K Buy
5,232
+98
+2% +$1.25K 0.01% 929
2023
Q4 		$66.6K Buy
+5,134
New +$66.8K 0.02% 738

Other funds holding HE

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing's HE Position: Q3 2026 in Review

GAMMA Investing reduced its Hawaiian Electric Industries (HE) stake by 13% in Q3 2026, selling an estimated $28.7K and leaving 15,794 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

GAMMA Investing first reported a position in HE in Q4 2023 and has held it in 12 quarters since. The position peaked at $311K in Q3 2024. 13 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • GAMMA Investing held 15,794 shares of Hawaiian Electric Industries worth $141K as of Q3 2026.
  • GAMMA Investing sold 2,433 Hawaiian Electric Industries shares in Q3 2026, an estimated $28.7K.
  • Hawaiian Electric Industries made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1595 holding.
  • GAMMA Investing first reported a position in Hawaiian Electric Industries in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Hawaiian Electric Industries position peaked at $311K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.