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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
Q2 		$266K Buy
19,694
+65
+0.3% +$926 0.01% 831
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 $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

Kingswood Wealth Advisors's HE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Hawaiian Electric Industries (HE) stake by 0.33% in Q2 2026, buying an estimated $926 and bringing the position to 19,694 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #831.

Kingswood Wealth Advisors first reported a position in HE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.84M in Q1 2025. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Kingswood Wealth Advisors held 19,694 shares of Hawaiian Electric Industries worth $266K as of Q2 2026.
  • Kingswood Wealth Advisors bought 65 Hawaiian Electric Industries shares in Q2 2026, an estimated $926.
  • Hawaiian Electric Industries made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #831 holding.
  • Kingswood Wealth Advisors first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's Hawaiian Electric Industries position peaked at $1.84M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.