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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
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

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

Root Financial Partners's HE Position: Q2 2026 in Review

Root Financial Partners sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 121 shares — an estimated $1.8K sold.

Root Financial Partners first reported a position in HE in Q3 2025 and held it in 3 quarters. The position peaked at $1.8K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Root Financial Partners reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 121 Hawaiian Electric Industries shares in Q2 2026, an estimated $1.8K.
  • Root Financial Partners first reported a position in Hawaiian Electric Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hawaiian Electric Industries position peaked at $1.8K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.