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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
Q3 		$188 Buy
21
+6
+40% +$71 ﹤0.01% 1137
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

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Gilpin Wealth Management's HE Position: Q3 2026 in Review

Gilpin Wealth Management increased its Hawaiian Electric Industries (HE) stake by 40% in Q3 2026, buying an estimated $71 and bringing the position to 21 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Gilpin Wealth Management first reported a position in HE in Q4 2025 and has held it in 4 quarters since. The position peaked at $475 in Q1 2026. 13 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Gilpin Wealth Management held 21 shares of Hawaiian Electric Industries worth $188 as of Q3 2026.
  • Gilpin Wealth Management bought 6 Hawaiian Electric Industries shares in Q3 2026, an estimated $71.
  • Hawaiian Electric Industries made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1137 holding.
  • Gilpin Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Hawaiian Electric Industries position peaked at $475 in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.