Raymond James Financial
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Raymond James Financial’s Hawaiian Electric Industries HE Stock Holding History

Raymond James Financial’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
Q1 		$3.27M Buy
220,212
+53,639
+32% +$811K ﹤0.01% 2945
2025
Q4 		$2.05M Buy
166,573
+22,524
+16% +$261K ﹤0.01% 3260
2025
Q3 		$1.59M Buy
144,049
+22,049
+18% +$251K ﹤0.01% 3342
2025
Q2 		$1.3M Buy
122,000
+11,094
+10% +$116K ﹤0.01% 3397
2025
Q1 		$1.21M Buy
110,906
+75,754
+216% +$765K ﹤0.01% 3350
2024
Q4 		$342K Buy
+35,152
New +$355K ﹤0.01% 4108

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial's HE Position: Q1 2026 in Review

Raymond James Financial increased its Hawaiian Electric Industries (HE) stake by 32% in Q1 2026, buying an estimated $811K and bringing the position to 220,212 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Raymond James Financial first reported a position in HE in Q4 2024 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Raymond James Financial held 220,212 shares of Hawaiian Electric Industries worth $3.27M as of Q1 2026.
  • Raymond James Financial bought 53,639 Hawaiian Electric Industries shares in Q1 2026, an estimated $811K.
  • Hawaiian Electric Industries made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2945 holding.
  • Raymond James Financial first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.