Plante Moran Financial Advisors’s Hawaiian Electric Industries HE Stock Holding History

Plante Moran Financial 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	$338	Buy	+25	New	+$356	﹤0.01%	1266

Other funds holding HE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Plante Moran Financial Advisors's HE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Hawaiian Electric Industries (HE) in Q2 2026: 25 shares worth $338. The stake represents ﹤0.01% of the portfolio and ranks #1266 among its holdings.

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

Plante Moran Financial Advisors held 25 shares of Hawaiian Electric Industries worth $338 as of Q2 2026.
Hawaiian Electric Industries was a new Plante Moran Financial Advisors position in Q2 2026.
Hawaiian Electric Industries made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1266 holding.
167 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.