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MJT & Associates Financial Advisory’s Hawaiian Electric Industries HE Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$2.2K Hold
246
– – ﹤0.01% 364
2026
Q2 		$3.33K Hold
246
– – ﹤0.01% 330
2026
Q1 		$3.65K Hold
246
– – ﹤0.01% 312
2025
Q4 		$3.03K Hold
246
– – ﹤0.01% 354
2025
Q3 		$2.72K Hold
246
– – ﹤0.01% 368
2025
Q2 		$2.62K Hold
246
– – ﹤0.01% 383
2025
Q1 		$2.69K Buy
+246
New +$2.49K ﹤0.01% 378

Other funds holding HE

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MJT & Associates Financial Advisory's HE Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Hawaiian Electric Industries (HE) position steady in Q3 2026 at 246 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

MJT & Associates Financial Advisory first reported a position in HE in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.65K in Q1 2026. 13 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • MJT & Associates Financial Advisory held 246 shares of Hawaiian Electric Industries worth $2.2K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Hawaiian Electric Industries share count unchanged in Q3 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #364 holding.
  • MJT & Associates Financial Advisory first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Hawaiian Electric Industries position peaked at $3.65K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.