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Larson Financial Group’s Hawaiian Electric Industries HE Stock Holding History

Larson Financial Group’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 		$130K Buy
9,601
+1,122
+13% +$16K ﹤0.01% 1047
2026
Q1 		$126K Buy
8,479
+1,134
+15% +$17.1K ﹤0.01% 896
2025
Q4 		$90.3K Buy
7,345
+4,604
+168% +$53.4K ﹤0.01% 967
2025
Q3 		$30.3K Buy
2,741
+1,940
+242% +$22.1K ﹤0.01% 1411
2025
Q2 		$8.52K Buy
+801
New +$8.36K ﹤0.01% 1879

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

Larson Financial Group's HE Position: Q2 2026 in Review

Larson Financial Group increased its Hawaiian Electric Industries (HE) stake by 13% in Q2 2026, buying an estimated $16K and bringing the position to 9,601 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Larson Financial Group first reported a position in HE in Q2 2025 and has held it in 5 quarters since. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Larson Financial Group held 9,601 shares of Hawaiian Electric Industries worth $130K as of Q2 2026.
  • Larson Financial Group bought 1,122 Hawaiian Electric Industries shares in Q2 2026, an estimated $16K.
  • Hawaiian Electric Industries made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1047 holding.
  • Larson Financial Group first reported a position in Hawaiian Electric Industries in Q2 2025 and has held it in 5 quarters since.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.