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Sowell Financial Services’s Hawaiian Electric Industries HE Stock Holding History

Sowell Financial Services’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 		$149K Sell
11,040
-204
-2% -$2.91K ﹤0.01% 1114
2026
Q1 		$167K Buy
11,244
+853
+8% +$12.9K 0.01% 1065
2025
Q4 		$128K Buy
+10,391
New +$120K ﹤0.01% 1074
2023
Q3 		– Sell
-10,941
Closed -$396K – 544
2023
Q2 		$396K Hold
10,941
– – 0.02% 486
2023
Q1 		$420K Sell
10,941
-17
-0.2% -$689 0.03% 477
2022
Q4 		$459K Hold
10,958
– – 0.03% 439
2022
Q3 		$380K Hold
10,958
– – 0.04% 348
2022
Q2 		$448K Hold
10,958
– – 0.04% 231
2022
Q1 		$459K Hold
10,958
– – 0.08% 141
2021
Q4 		$455K Hold
10,958
– – 0.03% 445
2021
Q3 		$447K Hold
10,958
– – 0.03% 408
2021
Q2 		$463K Sell
10,958
-268
-2% -$11.6K 0.03% 428
2021
Q1 		$488K Hold
11,226
– – 0.02% 647
2020
Q4 		$397K Sell
11,226
-124
-1% -$4.39K 0.02% 597
2020
Q3 		$377K Buy
11,350
+1
+0% +$35 0.02% 538
2020
Q2 		$409K Buy
11,349
+155
+1% +$6.01K 0.02% 507
2020
Q1 		$482K Buy
11,194
+88
+0.8% +$4.07K 0.04% 408
2019
Q4 		$520K Buy
11,106
+117
+1% +$5.24K 0.04% 440
2019
Q3 		$501K Buy
+10,989
New +$489K 0.04% 415
2019
Q1 		$442K Buy
+10,832
New +$412K 0.05% 363
2018
Q4 		– Sell
-11,075
Closed -$394K – 490
2018
Q3 		$394K Buy
+11,075
New +$390K 0.06% 235

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 $3.38T AUM 44.17% 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

Sowell Financial Services's HE Position: Q2 2026 in Review

Sowell Financial Services reduced its Hawaiian Electric Industries (HE) stake by 1.8% in Q2 2026, selling an estimated $2.91K and leaving 11,040 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Sowell Financial Services first reported a position in HE in Q3 2018 and has held it in 21 quarters since. The position peaked at $520K in Q4 2019. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Sowell Financial Services held 11,040 shares of Hawaiian Electric Industries worth $149K as of Q2 2026.
  • Sowell Financial Services sold 204 Hawaiian Electric Industries shares in Q2 2026, an estimated $2.91K.
  • Hawaiian Electric Industries made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1114 holding.
  • Sowell Financial Services first reported a position in Hawaiian Electric Industries in Q3 2018 and has held it in 21 quarters since.
  • Sowell Financial Services's Hawaiian Electric Industries position peaked at $520K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.