Mercer Global Advisors
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Mercer Global Advisors’s Hawaiian Electric Industries HE Stock Holding History

Mercer Global 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 		$1.17M Sell
86,432
-12,500
-13% -$178K ﹤0.01% 1641
2026
Q1 		$1.47M Buy
98,932
+39,033
+65% +$590K ﹤0.01% 1354
2025
Q4 		$737K Buy
59,899
+18,855
+46% +$219K ﹤0.01% 1631
2025
Q3 		$453K Buy
+41,044
New +$468K ﹤0.01% 1813
2025
Q1 		– Sell
-11,034
Closed -$107K – 2203
2024
Q4 		$107K Buy
+11,034
New +$112K ﹤0.01% 2034
2023
Q3 		– Sell
-8,604
Closed -$311K – 1995
2023
Q2 		$311K Sell
8,604
-1,023
-11% -$38.5K ﹤0.01% 1495
2023
Q1 		$370K Sell
9,627
-888
-8% -$36K ﹤0.01% 1382
2022
Q4 		$440K Buy
10,515
+1,586
+18% +$61.2K ﹤0.01% 1274
2022
Q3 		$309K Sell
8,929
-333
-4% -$13.4K ﹤0.01% 1385
2022
Q2 		$379K Buy
9,262
+1,979
+27% +$83.2K ﹤0.01% 1303
2022
Q1 		$308K Sell
7,283
-143
-2% -$5.96K ﹤0.01% 1489
2021
Q4 		$308K Sell
7,426
-1,454
-16% -$59K ﹤0.01% 1452
2021
Q3 		$363K Buy
8,880
+2,531
+40% +$109K ﹤0.01% 1335
2021
Q2 		$268K Buy
6,349
+1,115
+21% +$48.3K ﹤0.01% 1432
2021
Q1 		$233K Sell
5,234
-524
-9% -$19.2K ﹤0.01% 1421
2020
Q4 		$204K Buy
+5,758
New +$204K ﹤0.01% 1230
2020
Q3 		– Sell
-6,637
Closed -$239K – 1259
2020
Q2 		$239K Sell
6,637
-52
-0.8% -$2.02K ﹤0.01% 931
2020
Q1 		$288K Buy
+6,689
New +$309K 0.01% 819
2019
Q3 		– Sell
-7,069
Closed -$308K – 1155
2019
Q2 		$308K Sell
7,069
-293
-4% -$12.3K 0.01% 865
2019
Q1 		$300K Buy
+7,362
New +$280K 0.01% 820

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

Mercer Global Advisors's HE Position: Q2 2026 in Review

Mercer Global Advisors reduced its Hawaiian Electric Industries (HE) stake by 13% in Q2 2026, selling an estimated $178K and leaving 86,432 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Mercer Global Advisors first reported a position in HE in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.47M in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Mercer Global Advisors held 86,432 shares of Hawaiian Electric Industries worth $1.17M as of Q2 2026.
  • Mercer Global Advisors sold 12,500 Hawaiian Electric Industries shares in Q2 2026, an estimated $178K.
  • Hawaiian Electric Industries made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1641 holding.
  • Mercer Global Advisors first reported a position in Hawaiian Electric Industries in Q1 2019 and has held it in 20 quarters since.
  • Mercer Global Advisors's Hawaiian Electric Industries position peaked at $1.47M in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.