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

Private Wealth Management Group’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	$758	Hold	56	–	–	﹤0.01%	1346
2026 Q1	$832	Hold	56	–	–	﹤0.01%	1284
2025 Q4	$689	Hold	56	–	–	﹤0.01%	1341
2025 Q3	$619	Hold	56	–	–	﹤0.01%	1399
2025 Q2	$596	Hold	56	–	–	﹤0.01%	1392
2025 Q1	$614	Hold	56	–	–	﹤0.01%	1358
2024 Q4	$545	Buy	+56	New	+$566	﹤0.01%	1434
2024 Q2	–	Sell	-645	Closed	-$7.27K	–	1554
2024 Q1	$7.27K	Hold	645	–	–	﹤0.01%	501
2023 Q4	$9.15K	Buy	+645	New	+$8.39K	﹤0.01%	427

Other funds holding HE

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Private Wealth Management Group held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 56 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Private Wealth Management Group first reported a position in HE in Q4 2023 and has held it in 9 quarters since. The position peaked at $9.15K in Q4 2023. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Private Wealth Management Group held 56 shares of Hawaiian Electric Industries worth $758 as of Q2 2026.
Private Wealth Management Group left its Hawaiian Electric Industries share count unchanged in Q2 2026.
Hawaiian Electric Industries made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1346 holding.
Private Wealth Management Group first reported a position in Hawaiian Electric Industries in Q4 2023 and has held it in 9 quarters since.
Private Wealth Management Group's Hawaiian Electric Industries position peaked at $9.15K in Q4 2023.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.