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Mountain Hill Investment Partners’s Hawaiian Electric Industries HE Stock Holding History

Mountain Hill Investment Partners’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 		$2.03K Hold
150
– – ﹤0.01% 134
2026
Q1 		$2.23K Hold
150
– – ﹤0.01% 128
2025
Q4 		$1.84K Hold
150
– – ﹤0.01% 160
2025
Q3 		$1.66K Buy
150
+75
+100% +$854 ﹤0.01% 170
2025
Q2 		$797 Hold
75
– – ﹤0.01% 154
2025
Q1 		$821 Hold
75
– – ﹤0.01% 153
2024
Q4 		$730 Buy
+75
New +$758 ﹤0.01% 160

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

Mountain Hill Investment Partners's HE Position: Q2 2026 in Review

Mountain Hill Investment Partners held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 150 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

Mountain Hill Investment Partners first reported a position in HE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23K in Q1 2026. 28 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Mountain Hill Investment Partners held 150 shares of Hawaiian Electric Industries worth $2.03K as of Q2 2026.
  • Mountain Hill Investment Partners left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #134 holding.
  • Mountain Hill Investment Partners first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 7 quarters since.
  • Mountain Hill Investment Partners's Hawaiian Electric Industries position peaked at $2.23K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.