Institute for Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Institute for Wealth Management’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	$2.03K	Buy	+150	New	+$2.14K	﹤0.01%	1590

Other funds holding HE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Institute for Wealth Management's HE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 150 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #1590 among its holdings.

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

Institute for Wealth Management held 150 shares of Hawaiian Electric Industries worth $2.03K as of Q2 2026.
Hawaiian Electric Industries was a new Institute for Wealth Management position in Q2 2026.
Hawaiian Electric Industries made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1590 holding.
164 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.