IFO
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Intrepid Family Office’s Hawaiian Electric Industries HE Stock Holding History

Intrepid Family Office’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 		$406K Hold
30,000
– – 0.3% 30
2026
Q1 		$445K Hold
30,000
– – 0.36% 32
2025
Q4 		$369K Hold
30,000
– – 0.32% 33
2025
Q3 		$331K Sell
30,000
-497
-2% -$5.66K 0.28% 31
2025
Q2 		$324K Buy
30,497
+5,497
+22% +$57.3K 0.27% 35
2025
Q1 		$274K Buy
+25,000
New +$253K 0.38% 27

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

Intrepid Family Office's HE Position: Q2 2026 in Review

Intrepid Family Office held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 30,000 shares worth $406K. The position accounts for 0.3% of the portfolio, ranked #30.

Intrepid Family Office first reported a position in HE in Q1 2025 and has held it in 6 quarters since. The position peaked at $445K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Intrepid Family Office held 30,000 shares of Hawaiian Electric Industries worth $406K as of Q2 2026.
  • Intrepid Family Office left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up 0.3% of Intrepid Family Office's portfolio in Q2 2026, its #30 holding.
  • Intrepid Family Office first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 6 quarters since.
  • Intrepid Family Office's Hawaiian Electric Industries position peaked at $445K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Intrepid Family Office's 13F filing for Q2 2026, filed 14 Aug 2026.