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Optas LLC’s Hawaiian Electric Industries HE Stock Holding History

Optas LLC’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 		$186K Buy
13,733
+120
+0.9% +$1.71K 0.03% 468
2026
Q1 		$202K Sell
13,613
-169
-1% -$2.56K 0.03% 453
2025
Q4 		$170K Buy
13,782
+2,829
+26% +$32.8K 0.03% 444
2025
Q3 		$121K Buy
+10,953
New +$125K 0.02% 386

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 $3.37T AUM 44.26% 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

Optas LLC's HE Position: Q2 2026 in Review

Optas LLC increased its Hawaiian Electric Industries (HE) stake by 0.88% in Q2 2026, buying an estimated $1.71K and bringing the position to 13,733 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #468.

Optas LLC first reported a position in HE in Q3 2025 and has held it in 4 quarters since. The position peaked at $202K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Optas LLC held 13,733 shares of Hawaiian Electric Industries worth $186K as of Q2 2026.
  • Optas LLC bought 120 Hawaiian Electric Industries shares in Q2 2026, an estimated $1.71K.
  • Hawaiian Electric Industries made up 0.03% of Optas LLC's portfolio in Q2 2026, its #468 holding.
  • Optas LLC first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 4 quarters since.
  • Optas LLC's Hawaiian Electric Industries position peaked at $202K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.