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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Richardson Financial Services's HE Position: Q1 2026 in Review

Richardson Financial Services held its Hawaiian Electric Industries (HE) position steady in Q1 2026 at 1,050 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #440.

Richardson Financial Services first reported a position in HE in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.6K in Q3 2024. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Richardson Financial Services held 1,050 shares of Hawaiian Electric Industries worth $15.6K as of Q1 2026.
  • Richardson Financial Services left its Hawaiian Electric Industries share count unchanged in Q1 2026.
  • Hawaiian Electric Industries made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #440 holding.
  • Richardson Financial Services first reported a position in Hawaiian Electric Industries in Q1 2024 and has held it in 9 quarters since.
  • Richardson Financial Services's Hawaiian Electric Industries position peaked at $19.6K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.