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Gilpin Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Gilpin Wealth 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 		$203 Sell
15
-17
-53% -$242 ﹤0.01% 918
2026
Q1 		$475 Buy
32
+17
+113% +$257 ﹤0.01% 631
2025
Q4 		$185 Buy
+15
New +$174 ﹤0.01% 684

Other funds holding HE

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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 $3.37T AUM 44.26% 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

Gilpin Wealth Management's HE Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Hawaiian Electric Industries (HE) stake by 53% in Q2 2026, selling an estimated $242 and leaving 15 shares worth $203. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Gilpin Wealth Management first reported a position in HE in Q4 2025 and has held it in 3 quarters since. The position peaked at $475 in Q1 2026. 336 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Gilpin Wealth Management held 15 shares of Hawaiian Electric Industries worth $203 as of Q2 2026.
  • Gilpin Wealth Management sold 17 Hawaiian Electric Industries shares in Q2 2026, an estimated $242.
  • Hawaiian Electric Industries made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #918 holding.
  • Gilpin Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Hawaiian Electric Industries position peaked at $475 in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.