Lido Advisors
HE icon

Lido Advisors’s Hawaiian Electric Industries HE Stock Holding History

Lido 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 		$559K Buy
+41,346
New +$589K ﹤0.01% 1408

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

Lido Advisors's HE Position: Q2 2026 in Review

Lido Advisors opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 41,346 shares worth $559K. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings.

337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Lido Advisors held 41,346 shares of Hawaiian Electric Industries worth $559K as of Q2 2026.
  • Hawaiian Electric Industries was a new Lido Advisors position in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1408 holding.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.