Kelleher Financial Advisors’s Hawaiian Electric Industries HE Stock Holding History

Kelleher Financial Advisors’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	$67.7K	Buy	+5,000	New	+$71.3K	0.01%	415

Other funds holding HE

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kelleher Financial Advisors's HE Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 5,000 shares worth $67.7K. The stake represents 0.01% of the portfolio and ranks #415 among its holdings.

337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Kelleher Financial Advisors held 5,000 shares of Hawaiian Electric Industries worth $67.7K as of Q2 2026.
Hawaiian Electric Industries was a new Kelleher Financial Advisors position in Q2 2026.
Hawaiian Electric Industries made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #415 holding.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.