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InceptionR’s Hawaiian Electric Industries HE Stock Holding History

InceptionR’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
-18,048
Closed -$268K – 755
2026
Q1 		$268K Buy
+18,048
New +$273K 0.06% 505
2025
Q3 		– Sell
-11,912
Closed -$127K – 795
2025
Q2 		$127K Sell
11,912
-935
-7% -$9.75K 0.03% 601
2025
Q1 		$141K Sell
12,847
-7,359
-36% -$74.4K 0.04% 487
2024
Q4 		$197K Buy
+20,206
New +$204K 0.04% 560
2024
Q3 		– Sell
-12,005
Closed -$108K – 737
2024
Q2 		$108K Buy
+12,005
New +$125K 0.03% 542
2023
Q2 		– Sell
-26,377
Closed -$1.01M – 503
2023
Q1 		$1.01M Buy
+26,377
New +$1.07M 0.33% 102

Other funds holding HE

BlackRock
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

InceptionR's HE Position: Q2 2026 in Review

InceptionR sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 18,048 shares — an estimated $268K sold.

InceptionR first reported a position in HE in Q1 2023 and held it in 6 quarters. The position peaked at $1.01M in Q1 2023. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • InceptionR reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 18,048 Hawaiian Electric Industries shares in Q2 2026, an estimated $268K.
  • InceptionR first reported a position in Hawaiian Electric Industries in Q1 2023 and held it in 6 quarters.
  • InceptionR's Hawaiian Electric Industries position peaked at $1.01M in Q1 2023.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

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