Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Hawaiian Electric Industries HE Stock Holding History

Pinnacle Wealth Planning Services’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 		$40.1K Buy
4,481
+1,095
+32% +$12.9K ﹤0.01% 1415
2026
Q2 		$45.8K Sell
3,386
-725
-18% -$10.3K ﹤0.01% 1330
2026
Q1 		$61K Buy
4,111
+907
+28% +$13.7K 0.01% 1087
2025
Q4 		$39.4K Buy
+3,204
New +$37.1K ﹤0.01% 1370
2021
Q1 		– Sell
-149
Closed -$5K – 1031
2020
Q4 		$5K Buy
+149
New +$5.27K ﹤0.01% 1652

Other funds holding HE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's HE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Hawaiian Electric Industries (HE) stake by 32% in Q3 2026, buying an estimated $12.9K and bringing the position to 4,481 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Pinnacle Wealth Planning Services first reported a position in HE in Q4 2020 and has held it in 5 quarters since. The position peaked at $61K in Q1 2026. 160 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 4,481 shares of Hawaiian Electric Industries worth $40.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1,095 Hawaiian Electric Industries shares in Q3 2026, an estimated $12.9K.
  • Hawaiian Electric Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1415 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hawaiian Electric Industries in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Hawaiian Electric Industries position peaked at $61K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.