NewEdge Advisors’s Hawaiian Electric Industries HE Stock Holding History

NewEdge 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	$11.4K	Hold	841	–	–	﹤0.01%	3503
2026 Q1	$12.5K	Buy	841 +200	+31%	+$3.02K	﹤0.01%	3338
2025 Q4	$7.88K	Hold	641	–	–	﹤0.01%	3536
2025 Q3	$7.08K	Hold	641	–	–	﹤0.01%	3429
2025 Q2	$6.81K	Buy	+641	New	+$6.69K	﹤0.01%	3323
2024 Q3	–	Sell	-500	Closed	-$4.51K	–	3865
2024 Q2	$4.51K	Hold	500	–	–	﹤0.01%	3127
2024 Q1	$5.63K	Hold	500	–	–	﹤0.01%	3097
2023 Q4	$7.09K	Sell	500 -1	-0.2%	-$13	﹤0.01%	2989
2023 Q3	$6.17K	Buy	501 +500	+50,000%	+$12.2K	﹤0.01%	2729
2023 Q2	$36	Hold	1	–	–	﹤0.01%	3444
2023 Q1	$38	Hold	1	–	–	﹤0.01%	3370
2022 Q4	$0	Buy	+1	New	+$39	﹤0.01%	4135

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

NewEdge Advisors's HE Position: Q2 2026 in Review

NewEdge Advisors held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 841 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3503.

NewEdge Advisors first reported a position in HE in Q4 2022 and has held it in 12 quarters since. The position peaked at $12.5K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

NewEdge Advisors held 841 shares of Hawaiian Electric Industries worth $11.4K as of Q2 2026.
NewEdge Advisors left its Hawaiian Electric Industries share count unchanged in Q2 2026.
Hawaiian Electric Industries made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3503 holding.
NewEdge Advisors first reported a position in Hawaiian Electric Industries in Q4 2022 and has held it in 12 quarters since.
NewEdge Advisors's Hawaiian Electric Industries position peaked at $12.5K in Q1 2026.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.