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Kestra Private Wealth Services’s Hawaiian Electric Industries HE Stock Holding History

Kestra Private Wealth Services’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
-57,207
Closed -$849K – 1854
2026
Q1 		$849K Buy
+57,207
New +$865K 0.01% 917

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 $3.37T AUM 44.26% 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

Kestra Private Wealth Services's HE Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 57,207 shares — an estimated $849K sold.

Kestra Private Wealth Services first reported a position in HE in Q1 2026 and held it in 1 quarter. The position peaked at $849K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 57,207 Hawaiian Electric Industries shares in Q2 2026, an estimated $849K.
  • Kestra Private Wealth Services first reported a position in Hawaiian Electric Industries in Q1 2026 and held it in 1 quarter.
  • Kestra Private Wealth Services's Hawaiian Electric Industries position peaked at $849K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.