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Physician Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Physician Wealth 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 		$1.27K Hold
94
– – ﹤0.01% 1718
2026
Q1 		$1.4K Hold
94
– – ﹤0.01% 1509
2025
Q4 		$1.16K Hold
94
– – ﹤0.01% 1533
2025
Q3 		$1.04K Hold
94
– – ﹤0.01% 1551
2025
Q2 		$1K Buy
+94
New +$981 ﹤0.01% 1429

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

Physician Wealth Advisors's HE Position: Q2 2026 in Review

Physician Wealth Advisors held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 94 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Physician Wealth Advisors first reported a position in HE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.4K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Physician Wealth Advisors held 94 shares of Hawaiian Electric Industries worth $1.27K as of Q2 2026.
  • Physician Wealth Advisors left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1718 holding.
  • Physician Wealth Advisors first reported a position in Hawaiian Electric Industries in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Hawaiian Electric Industries position peaked at $1.4K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.