SS
HE icon

SBI Securities’s Hawaiian Electric Industries HE Stock Holding History

SBI Securities’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 		$120K Sell
8,861
-1,434
-14% -$20.4K ﹤0.01% 847
2026
Q1 		$153K Buy
10,295
+772
+8% +$11.7K ﹤0.01% 714
2025
Q4 		$117K Buy
9,523
+816
+9% +$9.46K ﹤0.01% 792
2025
Q3 		$96.1K Buy
8,707
+475
+6% +$5.41K ﹤0.01% 863
2025
Q2 		$87.5K Sell
8,232
-1,249
-13% -$13K ﹤0.01% 866
2025
Q1 		$104K Sell
9,481
-1,221
-11% -$12.3K ﹤0.01% 733
2024
Q4 		$104K Buy
+10,702
New +$108K ﹤0.01% 747

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

SBI Securities's HE Position: Q2 2026 in Review

SBI Securities reduced its Hawaiian Electric Industries (HE) stake by 14% in Q2 2026, selling an estimated $20.4K and leaving 8,861 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

SBI Securities first reported a position in HE in Q4 2024 and has held it in 7 quarters since. The position peaked at $153K in Q1 2026. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • SBI Securities held 8,861 shares of Hawaiian Electric Industries worth $120K as of Q2 2026.
  • SBI Securities sold 1,434 Hawaiian Electric Industries shares in Q2 2026, an estimated $20.4K.
  • Hawaiian Electric Industries made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #847 holding.
  • SBI Securities first reported a position in Hawaiian Electric Industries in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Hawaiian Electric Industries position peaked at $153K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.