IEQ Capital’s Hawaiian Electric Industries HE Stock Holding History

IEQ Capital’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	$2.34M	Buy	173,001 +87,701	+103%	+$1.25M	0.01%	747
2026 Q1	$1.27M	Sell	85,300 -45,734	-35%	-$692K	0.01%	940
2025 Q4	$1.61M	Sell	131,034 -190,204	-59%	-$2.2M	﹤0.01%	865
2025 Q3	$3.55M	Buy	321,238 +299,819	+1,400%	+$3.42M	0.01%	582
2025 Q2	$228K	Buy	21,419 +11,032	+106%	+$115K	﹤0.01%	1547
2025 Q1	$114K	Buy	+10,387	New	+$105K	﹤0.01%	1457
2024 Q2	–	Sell	-21,196	Closed	-$239K	–	1018
2024 Q1	$239K	Sell	21,196 -151	-0.7%	-$1.92K	﹤0.01%	834
2023 Q4	$303K	Buy	21,347 +2,282	+12%	+$29.7K	0.01%	728
2023 Q3	$235K	Buy	+19,065	New	+$464K	﹤0.01%	794

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 $3.37T AUM 44.26% 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

IEQ Capital's HE Position: Q2 2026 in Review

IEQ Capital increased its Hawaiian Electric Industries (HE) stake by 103% in Q2 2026, buying an estimated $1.25M and bringing the position to 173,001 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #747.

IEQ Capital first reported a position in HE in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.55M in Q3 2025. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

IEQ Capital held 173,001 shares of Hawaiian Electric Industries worth $2.34M as of Q2 2026.
IEQ Capital bought 87,701 Hawaiian Electric Industries shares in Q2 2026, an estimated $1.25M.
Hawaiian Electric Industries made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #747 holding.
IEQ Capital first reported a position in Hawaiian Electric Industries in Q3 2023 and has held it in 9 quarters since.
IEQ Capital's Hawaiian Electric Industries position peaked at $3.55M in Q3 2025.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.