Jones Financial Companies
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Jones Financial Companies’s Hawaiian Electric Industries HE Stock Holding History

Jones Financial Companies’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
Q1 		$162K Sell
11,067
-602
-5% -$9.1K ﹤0.01% 2468
2025
Q4 		$144K Buy
11,669
+46
+0.4% +$533 ﹤0.01% 2062
2025
Q3 		$130K Buy
11,623
+2,511
+28% +$28.6K ﹤0.01% 1973
2025
Q2 		$97K Buy
9,112
+1,205
+15% +$12.6K ﹤0.01% 1952
2025
Q1 		$87.9K Buy
7,907
+3,063
+63% +$30.9K ﹤0.01% 1837
2024
Q4 		$47.1K Buy
4,844
+1,889
+64% +$19.1K ﹤0.01% 1905
2024
Q3 		$29.4K Buy
2,955
+225
+8% +$2.79K ﹤0.01% 1824
2024
Q2 		$24.6K Buy
+2,730
New +$28.4K ﹤0.01% 1482
2023
Q3 		– Sell
-400
Closed -$14.5K – 700
2023
Q2 		$14.5K Buy
+400
New +$15.1K ﹤0.01% 447
2022
Q3 		– Sell
-130
Closed -$5K – 615
2022
Q2 		$5K Buy
+130
New +$5.47K ﹤0.01% 545
2021
Q3 		– Sell
-1,938
Closed -$82K – 651
2021
Q2 		$82K Buy
+1,938
New +$83.9K ﹤0.01% 275
2013
Q3 		– Sell
-100
Closed -$3K – 766
2013
Q2 		$3K Buy
+100
New +$2.66K ﹤0.01% 708

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies's HE Position: Q1 2026 in Review

Jones Financial Companies reduced its Hawaiian Electric Industries (HE) stake by 5.2% in Q1 2026, selling an estimated $9.1K and leaving 11,067 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Jones Financial Companies first reported a position in HE in Q2 2013 and has held it in 12 quarters since. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Jones Financial Companies held 11,067 shares of Hawaiian Electric Industries worth $162K as of Q1 2026.
  • Jones Financial Companies sold 602 Hawaiian Electric Industries shares in Q1 2026, an estimated $9.1K.
  • Hawaiian Electric Industries made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2468 holding.
  • Jones Financial Companies first reported a position in Hawaiian Electric Industries in Q2 2013 and has held it in 12 quarters since.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.