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Navalign LLC’s Hawaiian Electric Industries HE Stock Holding History

Navalign LLC’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
Q1 		– Sell
-2,000
Closed -$24.6K – 274
2025
Q4 		$24.6K Buy
+2,000
New +$23.2K 0.01% 253

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Navalign LLC's HE Position: Q1 2026 in Review

Navalign LLC sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 2,000 shares — an estimated $24.6K sold.

Navalign LLC first reported a position in HE in Q4 2025 and held it in 1 quarter. The position peaked at $24.6K in Q4 2025. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Navalign LLC reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 2,000 Hawaiian Electric Industries shares in Q1 2026, an estimated $24.6K.
  • Navalign LLC first reported a position in Hawaiian Electric Industries in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's Hawaiian Electric Industries position peaked at $24.6K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.