HHM Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

HHM Wealth Advisors’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	-200	Closed	-$2.97K	–	927
2026 Q1	$2.97K	Hold	200	–	–	﹤0.01%	780
2025 Q4	$2.46K	Hold	200	–	–	﹤0.01%	763
2025 Q3	$2.21K	Hold	200	–	–	﹤0.01%	778
2025 Q2	$2.13K	Hold	200	–	–	﹤0.01%	757
2025 Q1	$2.19K	Hold	200	–	–	﹤0.01%	747
2024 Q4	$1.95K	Hold	200	–	–	﹤0.01%	754
2024 Q3	$1.94K	Hold	200	–	–	﹤0.01%	711
2024 Q2	$1.8K	Hold	200	–	–	﹤0.01%	712
2024 Q1	$2.25K	Hold	200	–	–	﹤0.01%	680
2023 Q4	$2.84K	Hold	200	–	–	﹤0.01%	669
2023 Q3	$2.46K	Sell	200 -100	-33%	-$2.43K	﹤0.01%	704
2023 Q2	$10.9K	Hold	300	–	–	﹤0.01%	517
2023 Q1	$11.5K	Buy	+300	New	+$12.2K	﹤0.01%	493

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 $3.38T AUM 44.17% 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

HHM Wealth Advisors's HE Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 200 shares — an estimated $2.97K sold.

HHM Wealth Advisors first reported a position in HE in Q1 2023 and held it in 13 quarters. The position peaked at $11.5K in Q1 2023. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

HHM Wealth Advisors reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
HHM Wealth Advisors sold 200 Hawaiian Electric Industries shares in Q2 2026, an estimated $2.97K.
HHM Wealth Advisors first reported a position in Hawaiian Electric Industries in Q1 2023 and held it in 13 quarters.
HHM Wealth Advisors's Hawaiian Electric Industries position peaked at $11.5K in Q1 2023.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.