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Johnson Financial Group Inc (Wisconsin)’s Hawaiian Electric Industries HE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$13.5K Buy
+1,000
New +$14.3K ﹤0.01% 610
2023
Q2 		– Sell
-1,765
Closed -$67.8K – 663
2023
Q1 		$67.8K Hold
1,765
– – ﹤0.01% 372
2022
Q4 		$73.9K Hold
1,765
– – 0.01% 313
2022
Q3 		$61K Hold
1,765
– – 0.01% 336
2022
Q2 		$72K Hold
1,765
– – 0.01% 347
2022
Q1 		$75K Hold
1,765
– – 0.01% 384
2021
Q4 		$73K Hold
1,765
– – ﹤0.01% 401
2021
Q3 		$72K Hold
1,765
– – ﹤0.01% 365
2021
Q2 		$75K Hold
1,765
– – ﹤0.01% 367
2021
Q1 		$78K Hold
1,765
– – 0.01% 360
2020
Q4 		$62K Hold
1,765
– – 0.01% 303
2020
Q3 		$59K Hold
1,765
– – 0.01% 271
2020
Q2 		$64K Hold
1,765
– – 0.01% 257
2020
Q1 		$76K Hold
1,765
– – 0.01% 254
2019
Q4 		$83K Hold
1,765
– – 0.01% 271
2019
Q3 		$81K Hold
1,765
– – 0.01% 299
2019
Q2 		$77K Hold
1,765
– – 0.01% 298
2019
Q1 		$72K Hold
1,765
– – 0.01% 294
2018
Q4 		$65K Hold
1,765
– – 0.01% 297
2018
Q3 		$63K Hold
1,765
– – 0.01% 301
2018
Q2 		$61K Hold
1,765
– – 0.01% 316
2018
Q1 		$61K Hold
1,765
– – 0.01% 328
2017
Q4 		$64K Buy
+1,765
New +$63.9K 0.01% 336

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

Johnson Financial Group Inc (Wisconsin)'s HE Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 1,000 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in HE as recently as Q1 2023.

Johnson Financial Group Inc (Wisconsin) first reported a position in HE in Q4 2017 and has held it in 23 quarters since. The position peaked at $83K in Q4 2019. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,000 shares of Hawaiian Electric Industries worth $13.5K as of Q2 2026.
  • Hawaiian Electric Industries was a new Johnson Financial Group Inc (Wisconsin) position in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #610 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Hawaiian Electric Industries in Q4 2017 and has held it in 23 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Hawaiian Electric Industries position peaked at $83K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.