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Richardson Financial Services’s Hawaiian Electric Industries HE Stock Holding History

Richardson Financial Services’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 		$14.2K Hold
1,050
– – 0.01% 446
2026
Q1 		$15.6K Hold
1,050
– – 0.01% 440
2025
Q4 		$12.4K Hold
1,050
– – ﹤0.01% 461
2025
Q3 		$11.6K Hold
1,050
– – 0.01% 428
2025
Q2 		$11.2K Hold
1,050
– – 0.01% 398
2025
Q1 		$11.5K Hold
1,050
– – 0.01% 369
2024
Q4 		$10.2K Sell
1,050
-1,050
-50% -$10.6K 0.01% 398
2024
Q3 		$19.6K Buy
2,100
+1,050
+100% +$13K 0.01% 347
2024
Q2 		$9.47K Hold
1,050
– – 0.01% 388
2024
Q1 		$11.8K Buy
+1,050
New +$13.3K 0.01% 391

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

Richardson Financial Services's HE Position: Q2 2026 in Review

Richardson Financial Services held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 1,050 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #446.

Richardson Financial Services first reported a position in HE in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.6K in Q3 2024. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Richardson Financial Services held 1,050 shares of Hawaiian Electric Industries worth $14.2K as of Q2 2026.
  • Richardson Financial Services left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #446 holding.
  • Richardson Financial Services first reported a position in Hawaiian Electric Industries in Q1 2024 and has held it in 10 quarters since.
  • Richardson Financial Services's Hawaiian Electric Industries position peaked at $19.6K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.