PWPS
HE icon

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
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

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

Pinnacle Wealth Planning Services's HE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Hawaiian Electric Industries (HE) stake by 18% in Q2 2026, selling an estimated $10.3K and leaving 3,386 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Pinnacle Wealth Planning Services first reported a position in HE in Q4 2020 and has held it in 4 quarters since. The position peaked at $61K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,386 shares of Hawaiian Electric Industries worth $45.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 725 Hawaiian Electric Industries shares in Q2 2026, an estimated $10.3K.
  • Hawaiian Electric Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1330 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hawaiian Electric Industries in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Hawaiian Electric Industries position peaked at $61K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.