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PKS Advisory Services’s Hawaiian Electric Industries HE Stock Holding History

PKS Advisory 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 		$948K Buy
+70,044
New +$998K 0.15% 138

Other funds holding HE

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HKAM
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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

PKS Advisory Services's HE Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 70,044 shares worth $948K. The stake represents 0.15% of the portfolio and ranks #138 among its holdings.

337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • PKS Advisory Services held 70,044 shares of Hawaiian Electric Industries worth $948K as of Q2 2026.
  • Hawaiian Electric Industries was a new PKS Advisory Services position in Q2 2026.
  • Hawaiian Electric Industries made up 0.15% of PKS Advisory Services's portfolio in Q2 2026, its #138 holding.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.