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International Assets Investment Management’s Hawaiian Electric Industries HE Stock Holding History

International Assets Investment 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 		$98.1K Hold
7,318
– – 0.01% 1098
2026
Q1 		$111K Hold
7,318
– – 0.01% 991
2025
Q4 		$90K Buy
+7,318
New +$84.8K 0.01% 1034
2024
Q4 		– Sell
-106,270
Closed -$11K – 1246
2024
Q3 		$11K Buy
106,270
+94,327
+790% +$1.17M 0.03% 407
2024
Q2 		$108K Sell
11,943
-200
-2% -$2.08K 0.01% 920
2024
Q1 		$135K Sell
12,143
-603
-5% -$7.67K 0.01% 717
2023
Q4 		$181K Buy
12,746
+1,000
+9% +$13K 0.02% 642
2023
Q3 		$145K Buy
11,746
+3,283
+39% +$79.9K 0.02% 525
2023
Q2 		$306K Buy
8,463
+72
+0.9% +$2.71K 0.04% 384
2023
Q1 		$322K Sell
8,391
-3,549
-30% -$144K 0.05% 353
2022
Q4 		$500K Buy
11,940
+4,030
+51% +$156K 0.05% 349
2022
Q3 		$274K Buy
7,910
+273
+4% +$11K 0.06% 297
2022
Q2 		$312 Sell
7,637
-247
-3% -$10.4K 0.03% 294
2022
Q1 		$334K Buy
7,884
+2,474
+46% +$103K 0.06% 305
2021
Q4 		$224K Buy
5,410
+408
+8% +$16.6K 0.04% 431
2021
Q3 		$204K Buy
+5,002
New +$215K 0.04% 440
2021
Q2 		– Sell
-2,725
Closed -$96K – 1072
2021
Q1 		$96K Hold
2,725
– – 0.01% 725
2020
Q4 		$96K Buy
+2,725
New +$96.4K 0.02% 608

Other funds holding HE

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

International Assets Investment Management's HE Position: Q2 2026 in Review

International Assets Investment Management held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 7,318 shares worth $98.1K. The position accounts for 0.01% of the portfolio, ranked #1098.

International Assets Investment Management first reported a position in HE in Q4 2020 and has held it in 18 quarters since. The position peaked at $500K in Q4 2022. 84 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • International Assets Investment Management held 7,318 shares of Hawaiian Electric Industries worth $98.1K as of Q2 2026.
  • International Assets Investment Management left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1098 holding.
  • International Assets Investment Management first reported a position in Hawaiian Electric Industries in Q4 2020 and has held it in 18 quarters since.
  • International Assets Investment Management's Hawaiian Electric Industries position peaked at $500K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.