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Kingswood Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Kingswood Wealth 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
Q1 		$291K Buy
19,629
+1,762
+10% +$26.6K 0.01% 724
2025
Q4 		$220K Sell
17,867
-88,819
-83% -$1.03M 0.01% 786
2025
Q3 		$1.18M Sell
106,686
-4,205
-4% -$47.9K 0.07% 281
2025
Q2 		$1.18M Sell
110,891
-57,116
-34% -$596K 0.09% 231
2025
Q1 		$1.84M Buy
+168,007
New +$1.7M 0.17% 148

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

Kingswood Wealth Advisors's HE Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Hawaiian Electric Industries (HE) stake by 9.9% in Q1 2026, buying an estimated $26.6K and bringing the position to 19,629 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #724.

Kingswood Wealth Advisors first reported a position in HE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.84M in Q1 2025. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Kingswood Wealth Advisors held 19,629 shares of Hawaiian Electric Industries worth $291K as of Q1 2026.
  • Kingswood Wealth Advisors bought 1,762 Hawaiian Electric Industries shares in Q1 2026, an estimated $26.6K.
  • Hawaiian Electric Industries made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #724 holding.
  • Kingswood Wealth Advisors first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's Hawaiian Electric Industries position peaked at $1.84M in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.