MFG
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Merit Financial Group’s Hawaiian Electric Industries HE Stock Holding History

Merit 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 		$216K Buy
15,979
+2,547
+19% +$36.3K ﹤0.01% 2058
2026
Q1 		$199K Buy
13,432
+3,091
+30% +$46.7K ﹤0.01% 1937
2025
Q4 		$127K Sell
10,341
-380
-4% -$4.4K ﹤0.01% 1874
2025
Q3 		$118K Buy
+10,721
New +$122K ﹤0.01% 1727

Other funds holding HE

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Merit Financial Group increased its Hawaiian Electric Industries (HE) stake by 19% in Q2 2026, buying an estimated $36.3K and bringing the position to 15,979 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Merit Financial Group first reported a position in HE in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Merit Financial Group held 15,979 shares of Hawaiian Electric Industries worth $216K as of Q2 2026.
  • Merit Financial Group bought 2,547 Hawaiian Electric Industries shares in Q2 2026, an estimated $36.3K.
  • Hawaiian Electric Industries made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2058 holding.
  • Merit Financial Group first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.