Savant Capital’s Hawaiian Electric Industries HE Stock Holding History

Savant Capital’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	$311K	Sell	22,970 -6,517	-22%	-$92.9K	﹤0.01%	1487
2026 Q1	$438K	Buy	29,487 +9,741	+49%	+$147K	﹤0.01%	976
2025 Q4	$243K	Buy	19,746 +5,281	+37%	+$61.2K	﹤0.01%	1186
2025 Q3	$160K	Buy	14,465 +166	+1%	+$1.89K	﹤0.01%	1265
2025 Q2	$152K	Buy	+14,299	New	+$149K	﹤0.01%	1171
2024 Q4	–	Sell	-41,984	Closed	-$406K	–	1462
2024 Q3	$406K	Sell	41,984 -1,598	-4%	-$19.8K	﹤0.01%	967
2024 Q2	$393K	Sell	43,582 -111	-0.3%	-$1.15K	﹤0.01%	880
2024 Q1	$492K	Buy	+43,693	New	+$555K	0.01%	731

Other funds holding HE

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Savant Capital's HE Position: Q2 2026 in Review

Savant Capital reduced its Hawaiian Electric Industries (HE) stake by 22% in Q2 2026, selling an estimated $92.9K and leaving 22,970 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Savant Capital first reported a position in HE in Q1 2024 and has held it in 8 quarters since. The position peaked at $492K in Q1 2024. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Savant Capital held 22,970 shares of Hawaiian Electric Industries worth $311K as of Q2 2026.
Savant Capital sold 6,517 Hawaiian Electric Industries shares in Q2 2026, an estimated $92.9K.
Hawaiian Electric Industries made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1487 holding.
Savant Capital first reported a position in Hawaiian Electric Industries in Q1 2024 and has held it in 8 quarters since.
Savant Capital's Hawaiian Electric Industries position peaked at $492K in Q1 2024.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.