NorthCrest Asset Manangement’s Hawaiian Electric Industries HE Stock Holding History

NorthCrest Asset Manangement’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 Q3	$90.2K	Buy	+10,232	New	+$121K	﹤0.01%	986

Other funds holding HE

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

NorthCrest Asset Manangement's HE Position: Q3 2026 in Review

NorthCrest Asset Manangement opened a new position in Hawaiian Electric Industries (HE) in Q3 2026: 10,232 shares worth $90.2K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings.

16 funds tracked by Wall St. Rank hold HE as of Q3 2026.

NorthCrest Asset Manangement held 10,232 shares of Hawaiian Electric Industries worth $90.2K as of Q3 2026.
Hawaiian Electric Industries was a new NorthCrest Asset Manangement position in Q3 2026.
Hawaiian Electric Industries made up ﹤0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #986 holding.
16 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.