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Private Wealth Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Private Wealth Asset Management’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 		$6.76K Hold
500
– – ﹤0.01% 759
2026
Q1 		$7.42K Hold
500
– – ﹤0.01% 742
2025
Q4 		$6.15K Hold
500
– – ﹤0.01% 744
2025
Q3 		$5.52K Hold
500
– – ﹤0.01% 743
2025
Q2 		$5.32K Hold
500
– – ﹤0.01% 762
2025
Q1 		$5.47K Buy
+500
New +$5.05K ﹤0.01% 726

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

Private Wealth Asset Management's HE Position: Q2 2026 in Review

Private Wealth Asset Management held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 500 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Private Wealth Asset Management first reported a position in HE in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.42K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Private Wealth Asset Management held 500 shares of Hawaiian Electric Industries worth $6.76K as of Q2 2026.
  • Private Wealth Asset Management left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #759 holding.
  • Private Wealth Asset Management first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Hawaiian Electric Industries position peaked at $7.42K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.