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Stone House Investment Management’s Hawaiian Electric Industries HE Stock Holding History

Stone House Investment 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
Q1 		$6.44K Buy
434
+119
+38% +$1.8K ﹤0.01% 414
2025
Q4 		$3.88K Buy
315
+173
+122% +$2K ﹤0.01% 469
2025
Q3 		$1.57K Buy
+142
New +$1.62K ﹤0.01% 515

Other funds holding HE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stone House Investment Management's HE Position: Q1 2026 in Review

Stone House Investment Management increased its Hawaiian Electric Industries (HE) stake by 38% in Q1 2026, buying an estimated $1.8K and bringing the position to 434 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Stone House Investment Management first reported a position in HE in Q3 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Stone House Investment Management held 434 shares of Hawaiian Electric Industries worth $6.44K as of Q1 2026.
  • Stone House Investment Management bought 119 Hawaiian Electric Industries shares in Q1 2026, an estimated $1.8K.
  • Hawaiian Electric Industries made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #414 holding.
  • Stone House Investment Management first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.