Hilltop National Bank’s Hawaiian Electric Industries HE Stock Holding History

Hilltop National Bank’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	$1.79K	Hold	200	–	–	﹤0.01%	748
2026 Q2	$2.71K	Hold	200	–	–	﹤0.01%	758
2026 Q1	$2.97K	Hold	200	–	–	﹤0.01%	747
2025 Q4	$2.46K	Hold	200	–	–	﹤0.01%	743
2025 Q3	$2.21K	Hold	200	–	–	﹤0.01%	753
2025 Q2	$2.13K	Buy	+200	New	+$2.09K	﹤0.01%	751
2024 Q4	$1.95K	Sell	200 -200	-50%	-$2.02K	﹤0.01%	735
2024 Q3	$3.87K	Buy	400 +200	+100%	+$2.48K	﹤0.01%	748
2024 Q2	$1.8K	Hold	200	–	–	﹤0.01%	774
2024 Q1	$2.25K	Buy	+200	New	+$2.54K	﹤0.01%	742

Other funds holding HE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Hilltop National Bank's HE Position: Q3 2026 in Review

Hilltop National Bank held its Hawaiian Electric Industries (HE) position steady in Q3 2026 at 200 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Hilltop National Bank first reported a position in HE in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.87K in Q3 2024. 30 funds tracked by Wall St. Rank hold HE as of Q3 2026.

Hilltop National Bank held 200 shares of Hawaiian Electric Industries worth $1.79K as of Q3 2026.
Hilltop National Bank left its Hawaiian Electric Industries share count unchanged in Q3 2026.
Hawaiian Electric Industries made up ﹤0.01% of Hilltop National Bank's portfolio in Q3 2026, its #748 holding.
Hilltop National Bank first reported a position in Hawaiian Electric Industries in Q1 2024 and has held it in 10 quarters since.
Hilltop National Bank's Hawaiian Electric Industries position peaked at $3.87K in Q3 2024.
30 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.