Smartleaf Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Smartleaf Asset Management’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	$33K	Hold	2,430	–	–	﹤0.01%	1736
2026 Q1	$35.8K	Sell	2,430 -146	-6%	-$2.21K	﹤0.01%	1638
2025 Q4	$32.5K	Buy	2,576 +1,983	+334%	+$23K	﹤0.01%	1774
2025 Q3	$6.55K	Buy	593 +237	+67%	+$2.7K	﹤0.01%	2282
2025 Q2	$3.79K	Sell	356 -48	-12%	-$501	﹤0.01%	2132
2025 Q1	$4.49K	Sell	404 -53	-12%	-$536	﹤0.01%	2228
2024 Q4	$4.45K	Buy	+457	New	+$4.62K	﹤0.01%	2290
2024 Q3	–	Sell	-161	Closed	-$1.45K	–	2938
2024 Q2	$1.45K	Buy	+161	New	+$1.67K	﹤0.01%	2326
2024 Q1	–	Sell	-254	Closed	-$3.78K	–	1867
2023 Q4	$3.78K	Buy	+254	New	+$3.3K	﹤0.01%	903

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

Smartleaf Asset Management's HE Position: Q2 2026 in Review

Smartleaf Asset Management held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 2,430 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Smartleaf Asset Management first reported a position in HE in Q4 2023 and has held it in 9 quarters since. The position peaked at $35.8K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Smartleaf Asset Management held 2,430 shares of Hawaiian Electric Industries worth $33K as of Q2 2026.
Smartleaf Asset Management left its Hawaiian Electric Industries share count unchanged in Q2 2026.
Hawaiian Electric Industries made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1736 holding.
Smartleaf Asset Management first reported a position in Hawaiian Electric Industries in Q4 2023 and has held it in 9 quarters since.
Smartleaf Asset Management's Hawaiian Electric Industries position peaked at $35.8K in Q1 2026.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.