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Rothschild Investment LLC’s Hawaiian Electric Industries HE Stock Holding History

Rothschild Investment LLC’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 		$609 Buy
45
+14
+45% +$200 ﹤0.01% 3222
2026
Q1 		$460 Hold
31
– – ﹤0.01% 3153
2025
Q4 		$381 Buy
+31
New +$359 ﹤0.01% 2996

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

Rothschild Investment LLC's HE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Hawaiian Electric Industries (HE) stake by 45% in Q2 2026, buying an estimated $200 and bringing the position to 45 shares worth $609. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Rothschild Investment LLC first reported a position in HE in Q4 2025 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Rothschild Investment LLC held 45 shares of Hawaiian Electric Industries worth $609 as of Q2 2026.
  • Rothschild Investment LLC bought 14 Hawaiian Electric Industries shares in Q2 2026, an estimated $200.
  • Hawaiian Electric Industries made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3222 holding.
  • Rothschild Investment LLC first reported a position in Hawaiian Electric Industries in Q4 2025 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.