Root Financial Partners
HE icon

Root Financial Partners’s Hawaiian Electric Industries HE Stock Holding History

Root Financial Partners’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
Q3 		$787 Buy
+88
New +$1.04K ﹤0.01% 3057
2026
Q2 		– Sell
-121
Closed -$1.8K – 1602
2026
Q1 		$1.8K Buy
121
+37
+44% +$560 ﹤0.01% 2360
2025
Q4 		$1.03K Buy
84
+53
+171% +$614 ﹤0.01% 2095
2025
Q3 		$342 Buy
+31
New +$353 ﹤0.01% 2174

Other funds holding HE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's HE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hawaiian Electric Industries (HE) in Q3 2026: 88 shares worth $787. The stake represents ﹤0.01% of the portfolio and ranks #3057 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HE as recently as Q1 2026.

Root Financial Partners first reported a position in HE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.8K in Q1 2026. 160 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Root Financial Partners held 88 shares of Hawaiian Electric Industries worth $787 as of Q3 2026.
  • Hawaiian Electric Industries was a new Root Financial Partners position in Q3 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3057 holding.
  • Root Financial Partners first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Hawaiian Electric Industries position peaked at $1.8K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.