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
Q2 		$3.31M Buy
244,660
+24,448
+11% +$348K ﹤0.01% 3085
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 $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 $3.38T AUM 44.17% 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

Raymond James Financial's HE Position: Q2 2026 in Review

Raymond James Financial increased its Hawaiian Electric Industries (HE) stake by 11% in Q2 2026, buying an estimated $348K and bringing the position to 244,660 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3085.

Raymond James Financial first reported a position in HE in Q4 2024 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Raymond James Financial held 244,660 shares of Hawaiian Electric Industries worth $3.31M as of Q2 2026.
  • Raymond James Financial bought 24,448 Hawaiian Electric Industries shares in Q2 2026, an estimated $348K.
  • Hawaiian Electric Industries made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3085 holding.
  • Raymond James Financial first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 7 quarters since.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.