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J. Derek Lewis & Associates’s Hawaiian Electric Industries HE Stock Holding History

J. Derek Lewis & Associates’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
-11,500
Closed -$171K – 225
2026
Q1 		$171K Buy
+11,500
New +$174K 0.04% 177

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 $3.38T AUM 44.17% 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

J. Derek Lewis & Associates's HE Position: Q2 2026 in Review

J. Derek Lewis & Associates sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 11,500 shares — an estimated $171K sold.

J. Derek Lewis & Associates first reported a position in HE in Q1 2026 and held it in 1 quarter. The position peaked at $171K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • J. Derek Lewis & Associates reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • J. Derek Lewis & Associates sold 11,500 Hawaiian Electric Industries shares in Q2 2026, an estimated $171K.
  • J. Derek Lewis & Associates first reported a position in Hawaiian Electric Industries in Q1 2026 and held it in 1 quarter.
  • J. Derek Lewis & Associates's Hawaiian Electric Industries position peaked at $171K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.