N.E.W. Advisory Services’s Hawaiian Electric Industries HE Stock Holding History

N.E.W. Advisory Services’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	$13.5K	Hold	1,000	–	–	﹤0.01%	605
2026 Q1	$14.8K	Buy	+1,000	New	+$15.1K	﹤0.01%	557
2025 Q4	–	Sell	-1,000	Closed	-$11K	–	910
2025 Q3	$11K	Hold	1,000	–	–	﹤0.01%	562
2025 Q2	$10.6K	Hold	1,000	–	–	﹤0.01%	558
2025 Q1	$10.9K	Buy	+1,000	New	+$10.1K	﹤0.01%	594

Other funds holding HE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

N.E.W. Advisory Services's HE Position: Q2 2026 in Review

N.E.W. Advisory Services held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 1,000 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

N.E.W. Advisory Services first reported a position in HE in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.8K in Q1 2026. 187 funds tracked by Wall St. Rank hold HE as of Q2 2026.

N.E.W. Advisory Services held 1,000 shares of Hawaiian Electric Industries worth $13.5K as of Q2 2026.
N.E.W. Advisory Services left its Hawaiian Electric Industries share count unchanged in Q2 2026.
Hawaiian Electric Industries made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #605 holding.
N.E.W. Advisory Services first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 5 quarters since.
N.E.W. Advisory Services's Hawaiian Electric Industries position peaked at $14.8K in Q1 2026.
187 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.