Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Hawaiian Electric Industries HE Stock Holding History

Steward Partners Investment Advisory’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 		$21.5K Buy
1,586
+256
+19% +$3.65K ﹤0.01% 3383
2026
Q1 		$19.7K Buy
1,330
+730
+122% +$11K ﹤0.01% 3237
2025
Q4 		$7.38K Buy
600
+210
+54% +$2.43K ﹤0.01% 3570
2025
Q3 		$4.31K Buy
+390
New +$4.44K ﹤0.01% 3701
2024
Q4 		– Sell
-150
Closed -$1.45K – 4022
2024
Q3 		$1.45K Buy
+150
New +$1.86K ﹤0.01% 3490
2024
Q2 		– Sell
-775
Closed -$8.73K – 3654
2024
Q1 		$8.73K Sell
775
-200
-21% -$2.54K ﹤0.01% 2860
2023
Q4 		$13.8K Buy
975
+775
+388% +$10.1K ﹤0.01% 2567
2023
Q3 		$2.46K Buy
+200
New +$4.87K ﹤0.01% 3042
2022
Q2 		– Sell
-190
Closed -$8K – 3295
2022
Q1 		$8K Hold
190
– – ﹤0.01% 2738
2021
Q4 		$8K Hold
190
– – ﹤0.01% 2686
2021
Q3 		$8K Hold
190
– – ﹤0.01% 2673
2021
Q2 		$8K Sell
190
-2,800
-94% -$121K ﹤0.01% 6313
2021
Q1 		$133K Buy
2,990
+2,790
+1,395% +$102K ﹤0.01% 1477
2020
Q4 		$7K Hold
200
– – ﹤0.01% 2418
2020
Q3 		$7K Sell
200
-210
-51% -$7.36K ﹤0.01% 2257
2020
Q2 		$15K Hold
410
– – ﹤0.01% 1871
2020
Q1 		$17K Hold
410
– – ﹤0.01% 1665
2019
Q4 		$19K Hold
410
– – ﹤0.01% 1783
2019
Q3 		$18K Sell
410
-25
-6% -$1.11K ﹤0.01% 1758
2019
Q2 		$18K Buy
+435
New +$18.2K ﹤0.01% 1744
2018
Q4 		– Sell
-435
Closed -$15K – 1341
2018
Q3 		$15K Hold
435
– – ﹤0.01% 1692
2018
Q2 		$15K Hold
435
– – ﹤0.01% 1578
2018
Q1 		$14K Sell
435
-20
-4% -$676 ﹤0.01% 1470
2017
Q4 		$16K Buy
+455
New +$16.5K ﹤0.01% 1200

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Horizon Kinetics Asset Management
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
Quantinno Capital Management
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

Steward Partners Investment Advisory's HE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Hawaiian Electric Industries (HE) stake by 19% in Q2 2026, buying an estimated $3.65K and bringing the position to 1,586 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3383.

Steward Partners Investment Advisory first reported a position in HE in Q4 2017 and has held it in 24 quarters since. The position peaked at $133K in Q1 2021. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Steward Partners Investment Advisory held 1,586 shares of Hawaiian Electric Industries worth $21.5K as of Q2 2026.
  • Steward Partners Investment Advisory bought 256 Hawaiian Electric Industries shares in Q2 2026, an estimated $3.65K.
  • Hawaiian Electric Industries made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3383 holding.
  • Steward Partners Investment Advisory first reported a position in Hawaiian Electric Industries in Q4 2017 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Hawaiian Electric Industries position peaked at $133K in Q1 2021.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.