Pinnacle Associates’s Hawaiian Electric Industries HE Stock Holding History

Pinnacle Associates’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	–	Sell	-21,105	Closed	-$313K	–	987
2026 Q1	$313K	Buy	21,105 +32	+0.2%	+$484	﹤0.01%	783
2025 Q4	$259K	Buy	+21,073	New	+$244K	﹤0.01%	838
2014 Q4	–	Sell	-16,000	Closed	-$425K	–	629
2014 Q3	$425K	Buy	+16,000	New	+$397K	0.01%	482

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

Pinnacle Associates's HE Position: Q2 2026 in Review

Pinnacle Associates sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 21,105 shares — an estimated $313K sold.

Pinnacle Associates first reported a position in HE in Q3 2014 and held it in 3 quarters. The position peaked at $425K in Q3 2014. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Pinnacle Associates reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
Pinnacle Associates sold 21,105 Hawaiian Electric Industries shares in Q2 2026, an estimated $313K.
Pinnacle Associates first reported a position in Hawaiian Electric Industries in Q3 2014 and held it in 3 quarters.
Pinnacle Associates's Hawaiian Electric Industries position peaked at $425K in Q3 2014.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.