Independent Advisor Alliance’s Hawaiian Electric Industries HE Stock Holding History

Independent Advisor Alliance’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	$146K	Buy	+10,826	New	+$154K	﹤0.01%	1002

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

Independent Advisor Alliance's HE Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 10,826 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings.

337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Independent Advisor Alliance held 10,826 shares of Hawaiian Electric Industries worth $146K as of Q2 2026.
Hawaiian Electric Industries was a new Independent Advisor Alliance position in Q2 2026.
Hawaiian Electric Industries made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #1002 holding.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.