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Salomon & Ludwin’s Hawaiian Electric Industries HE Stock Holding History

Salomon & Ludwin’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 		$24.1K Buy
1,794
+836
+87% +$11.9K ﹤0.01% 1003
2026
Q1 		$14.7K Buy
958
+18
+2% +$272 ﹤0.01% 1299
2025
Q4 		$11.9K Buy
+940
New +$10.9K ﹤0.01% 1328

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

Salomon & Ludwin's HE Position: Q2 2026 in Review

Salomon & Ludwin increased its Hawaiian Electric Industries (HE) stake by 87% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,794 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Salomon & Ludwin 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.

  • Salomon & Ludwin held 1,794 shares of Hawaiian Electric Industries worth $24.1K as of Q2 2026.
  • Salomon & Ludwin bought 836 Hawaiian Electric Industries shares in Q2 2026, an estimated $11.9K.
  • Hawaiian Electric Industries made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1003 holding.
  • Salomon & Ludwin 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 Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.