Sound Income Strategies’s Hawaiian Electric Industries HE Stock Holding History

Sound Income Strategies’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	–	Sell	-75	Closed	-$1.08K	–	2648
2025 Q4	$1.08K	Buy	+75	New	+$869	﹤0.01%	2282
2025 Q2	–	Sell	-6,510	Closed	-$71.3K	–	1654
2025 Q1	$71.3K	Buy	+6,510	New	+$65.8K	﹤0.01%	447

Other funds holding HE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sound Income Strategies's HE Position: Q1 2026 in Review

Sound Income Strategies sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 75 shares — an estimated $1.08K sold.

Sound Income Strategies first reported a position in HE in Q1 2025 and held it in 2 quarters. The position peaked at $71.3K in Q1 2025. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

Sound Income Strategies reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 75 Hawaiian Electric Industries shares in Q1 2026, an estimated $1.08K.
Sound Income Strategies first reported a position in Hawaiian Electric Industries in Q1 2025 and held it in 2 quarters.
Sound Income Strategies's Hawaiian Electric Industries position peaked at $71.3K in Q1 2025.
339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.