Kera Capital Partners’s Hawaiian Electric Industries HE Stock Holding History

Kera Capital Partners’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	$527K	Buy	38,966 +2,957	+8%	+$42.1K	0.05%	306
2026 Q1	$534K	Sell	36,009 -1,629	-4%	-$24.6K	0.07%	222
2025 Q4	$577K	Buy	37,638 +12,800	+52%	+$148K	0.07%	197
2025 Q3	$274K	Buy	24,838 +12,834	+107%	+$146K	0.04%	315
2025 Q2	$128K	Buy	+12,004	New	+$125K	0.03%	343
2025 Q1	–	Sell	-10,136	Closed	-$98.6K	–	198
2024 Q4	$98.6K	Buy	+10,136	New	+$102K	0.03%	154

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

Kera Capital Partners's HE Position: Q2 2026 in Review

Kera Capital Partners increased its Hawaiian Electric Industries (HE) stake by 8.2% in Q2 2026, buying an estimated $42.1K and bringing the position to 38,966 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #306.

Kera Capital Partners first reported a position in HE in Q4 2024 and has held it in 6 quarters since. The position peaked at $577K in Q4 2025. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Kera Capital Partners held 38,966 shares of Hawaiian Electric Industries worth $527K as of Q2 2026.
Kera Capital Partners bought 2,957 Hawaiian Electric Industries shares in Q2 2026, an estimated $42.1K.
Hawaiian Electric Industries made up 0.05% of Kera Capital Partners's portfolio in Q2 2026, its #306 holding.
Kera Capital Partners first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 6 quarters since.
Kera Capital Partners's Hawaiian Electric Industries position peaked at $577K in Q4 2025.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.