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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
Q1 		$460 Hold
31
– – ﹤0.01% 3153
2025
Q4 		$381 Buy
+31
New +$359 ﹤0.01% 2996

Other funds holding HE

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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

Rothschild Investment LLC's HE Position: Q1 2026 in Review

Rothschild Investment LLC held its Hawaiian Electric Industries (HE) position steady in Q1 2026 at 31 shares worth $460. The position accounts for ﹤0.01% of the portfolio, ranked #3153.

Rothschild Investment LLC first reported a position in HE in Q4 2025 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Rothschild Investment LLC held 31 shares of Hawaiian Electric Industries worth $460 as of Q1 2026.
  • Rothschild Investment LLC left its Hawaiian Electric Industries share count unchanged in Q1 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3153 holding.
  • Rothschild Investment LLC first reported a position in Hawaiian Electric Industries in Q4 2025 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.