Newbridge Financial Services Group’s Hawaiian Electric Industries HE Stock Holding History

Newbridge Financial Services Group’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	$173K	Hold	12,800	–	–	0.02%	263
2026 Q1	$190K	Buy	12,800 +450	+4%	+$6.8K	0.03%	223
2025 Q4	$152K	Hold	12,350	–	–	0.02%	261
2025 Q3	$136K	Hold	12,350	–	–	0.02%	346
2025 Q2	$131K	Buy	12,350 +350	+3%	+$3.65K	0.02%	344
2025 Q1	$131K	Buy	12,000 +1,000	+9%	+$10.1K	0.03%	235
2024 Q4	$107K	Buy	+11,000	New	+$111K	0.03%	276
2024 Q3	–	Sell	-5,500	Closed	-$49.6K	–	835
2024 Q2	$49.6K	Sell	5,500 -2,000	-27%	-$20.8K	0.02%	375
2024 Q1	$84.5K	Buy	7,500 +4,750	+173%	+$60.4K	0.04%	315
2023 Q4	$39K	Sell	2,750 -100	-4%	-$1.3K	0.02%	446
2023 Q3	$35.1K	Buy	+2,850	New	+$69.3K	0.02%	506

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newbridge Financial Services Group's HE Position: Q2 2026 in Review

Newbridge Financial Services Group held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 12,800 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #263.

Newbridge Financial Services Group first reported a position in HE in Q3 2023 and has held it in 11 quarters since. The position peaked at $190K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Newbridge Financial Services Group held 12,800 shares of Hawaiian Electric Industries worth $173K as of Q2 2026.
Newbridge Financial Services Group left its Hawaiian Electric Industries share count unchanged in Q2 2026.
Hawaiian Electric Industries made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #263 holding.
Newbridge Financial Services Group first reported a position in Hawaiian Electric Industries in Q3 2023 and has held it in 11 quarters since.
Newbridge Financial Services Group's Hawaiian Electric Industries position peaked at $190K in Q1 2026.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.