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Lesa Sroufe & Co’s Hawaiian Electric Industries HE Stock Holding History

Lesa Sroufe & Co’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 		$2.71M Buy
200,306
+6,325
+3% +$90.1K 1.93% 26
2026
Q1 		$2.88M Buy
193,981
+3,154
+2% +$47.7K 1.96% 25
2025
Q4 		$2.35M Buy
190,827
+161
+0.1% +$1.87K 1.75% 25
2025
Q3 		$2.1M Buy
190,666
+2,093
+1% +$23.8K 1.7% 24
2025
Q2 		$2M Buy
188,573
+6,453
+4% +$67.3K 1.84% 23
2025
Q1 		$1.99M Buy
+182,120
New +$1.84M 1.99% 19

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

Lesa Sroufe & Co's HE Position: Q2 2026 in Review

Lesa Sroufe & Co increased its Hawaiian Electric Industries (HE) stake by 3.3% in Q2 2026, buying an estimated $90.1K and bringing the position to 200,306 shares worth $2.71M. The position accounts for 1.93% of the portfolio, ranked #26.

Lesa Sroufe & Co first reported a position in HE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.88M in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Lesa Sroufe & Co held 200,306 shares of Hawaiian Electric Industries worth $2.71M as of Q2 2026.
  • Lesa Sroufe & Co bought 6,325 Hawaiian Electric Industries shares in Q2 2026, an estimated $90.1K.
  • Hawaiian Electric Industries made up 1.93% of Lesa Sroufe & Co's portfolio in Q2 2026, its #26 holding.
  • Lesa Sroufe & Co first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 6 quarters since.
  • Lesa Sroufe & Co's Hawaiian Electric Industries position peaked at $2.88M in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Lesa Sroufe & Co's 13F filing for Q2 2026, filed 22 Jul 2026.