Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Northwestern Mutual Wealth Management’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 		$16.1K Buy
1,189
+162
+16% +$2.31K ﹤0.01% 2956
2026
Q1 		$15.2K Sell
1,027
-13
-1% -$197 ﹤0.01% 2910
2025
Q4 		$12.8K Sell
1,040
-1,285
-55% -$14.9K ﹤0.01% 2902
2025
Q3 		$25.7K Buy
2,325
+1,365
+142% +$15.6K ﹤0.01% 2576
2025
Q2 		$10.2K Sell
960
-671
-41% -$7K ﹤0.01% 2794
2025
Q1 		$17.9K Hold
1,631
– – ﹤0.01% 2553
2024
Q4 		$15.9K Hold
1,631
– – ﹤0.01% 2593
2024
Q3 		$15.8K Hold
1,631
– – ﹤0.01% 2542
2024
Q2 		$14.7K Hold
1,631
– – ﹤0.01% 2510
2024
Q1 		$18.4K Sell
1,631
-702
-30% -$8.92K ﹤0.01% 2440
2023
Q4 		$33.1K Sell
2,333
-3,766
-62% -$49K ﹤0.01% 2216
2023
Q3 		$75.1K Buy
6,099
+820
+16% +$19.9K ﹤0.01% 1826
2023
Q2 		$191K Hold
5,279
– – ﹤0.01% 1482
2023
Q1 		$203K Buy
5,279
+605
+13% +$24.5K ﹤0.01% 1436
2022
Q4 		$196K Buy
4,674
+33
+0.7% +$1.27K ﹤0.01% 1427
2022
Q3 		$161K Buy
4,641
+504
+12% +$20.3K ﹤0.01% 1465
2022
Q2 		$170K Buy
4,137
+650
+19% +$27.3K ﹤0.01% 1446
2022
Q1 		$147K Sell
3,487
-722
-17% -$30.1K ﹤0.01% 1553
2021
Q4 		$175K Buy
4,209
+1,124
+36% +$45.6K ﹤0.01% 1497
2021
Q3 		$126K Hold
3,085
– – ﹤0.01% 1531
2021
Q2 		$130K Buy
3,085
+2,913
+1,694% +$126K ﹤0.01% 1489
2021
Q1 		$8K Buy
172
+22
+15% +$806 ﹤0.01% 2343
2020
Q4 		$5K Hold
150
– – ﹤0.01% 2371
2020
Q3 		$5K Sell
150
-13
-8% -$456 ﹤0.01% 2169
2020
Q2 		$6K Sell
163
-187
-53% -$7.25K ﹤0.01% 2039
2020
Q1 		$15K Sell
350
-1,001
-74% -$46.3K ﹤0.01% 1775
2019
Q4 		$63K Buy
1,351
+187
+16% +$8.38K ﹤0.01% 1371
2019
Q3 		$53K Hold
1,164
– – ﹤0.01% 1401
2019
Q2 		$51K Hold
1,164
– – ﹤0.01% 1373
2019
Q1 		$47K Hold
1,164
– – ﹤0.01% 1369
2018
Q4 		$43K Hold
1,164
– – ﹤0.01% 1309
2018
Q3 		$41K Sell
1,164
-291
-20% -$10.2K ﹤0.01% 1387
2018
Q2 		$50K Buy
1,455
+10
+0.7% +$340 ﹤0.01% 1242
2018
Q1 		$50K Hold
1,445
– – ﹤0.01% 1198
2017
Q4 		$52K Hold
1,445
– – ﹤0.01% 1135
2017
Q3 		$48K Hold
1,445
– – ﹤0.01% 1134
2017
Q2 		$47K Buy
1,445
+730
+102% +$24.3K ﹤0.01% 1115
2017
Q1 		$24K Buy
715
+56
+8% +$1.86K ﹤0.01% 1264
2016
Q4 		$22K Sell
659
-162
-20% -$4.94K ﹤0.01% 1326
2016
Q3 		$25K Sell
821
-250
-23% -$7.68K ﹤0.01% 1188
2016
Q2 		$35K Sell
1,071
-30
-3% -$989 ﹤0.01% 999
2016
Q1 		$35K Buy
1,101
+327
+42% +$9.79K ﹤0.01% 1004
2015
Q4 		$22K Buy
774
+115
+17% +$3.32K ﹤0.01% 978
2015
Q3 		$19K Hold
659
– – ﹤0.01% 927
2015
Q2 		$20K Hold
659
– – ﹤0.01% 872
2015
Q1 		$21K Buy
659
+150
+29% +$5K ﹤0.01% 860
2014
Q4 		$17K Hold
509
– – ﹤0.01% 919
2014
Q3 		$14K Hold
509
– – ﹤0.01% 873
2014
Q2 		$13K Buy
509
+245
+93% +$5.96K ﹤0.01% 849
2014
Q1 		$7K Hold
264
– – ﹤0.01% 933
2013
Q4 		$7K Sell
264
-58
-18% -$1.5K ﹤0.01% 987
2013
Q3 		$8K Buy
322
+58
+22% +$1.49K ﹤0.01% 925
2013
Q2 		$7K Buy
+264
New +$7.03K ﹤0.01% 905

Other funds holding HE

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northwestern Mutual Wealth Management's HE Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Hawaiian Electric Industries (HE) stake by 16% in Q2 2026, buying an estimated $2.31K and bringing the position to 1,189 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

Northwestern Mutual Wealth Management first reported a position in HE in Q2 2013 and has held it in 53 quarters since. The position peaked at $203K in Q1 2023. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,189 shares of Hawaiian Electric Industries worth $16.1K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 162 Hawaiian Electric Industries shares in Q2 2026, an estimated $2.31K.
  • Hawaiian Electric Industries made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2956 holding.
  • Northwestern Mutual Wealth Management first reported a position in Hawaiian Electric Industries in Q2 2013 and has held it in 53 quarters since.
  • Northwestern Mutual Wealth Management's Hawaiian Electric Industries position peaked at $203K in Q1 2023.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.