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Networth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Networth Advisors’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 		$4.87K Hold
360
– – ﹤0.01% 237
2026
Q1 		$5.34K Hold
360
– – ﹤0.01% 242
2025
Q4 		$4.43K Buy
+360
New +$4.17K ﹤0.01% 203

Other funds holding HE

Principal Financial Group
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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Networth Advisors's HE Position: Q2 2026 in Review

Networth Advisors held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 360 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Networth Advisors first reported a position in HE in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.34K in Q1 2026. 135 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Networth Advisors held 360 shares of Hawaiian Electric Industries worth $4.87K as of Q2 2026.
  • Networth Advisors left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #237 holding.
  • Networth Advisors first reported a position in Hawaiian Electric Industries in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Hawaiian Electric Industries position peaked at $5.34K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.