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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
Q2 		$4.46K Sell
330
-104
-24% -$1.48K ﹤0.01% 576
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 $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

Stone House Investment Management's HE Position: Q2 2026 in Review

Stone House Investment Management reduced its Hawaiian Electric Industries (HE) stake by 24% in Q2 2026, selling an estimated $1.48K and leaving 330 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Stone House Investment Management first reported a position in HE in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.44K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Stone House Investment Management held 330 shares of Hawaiian Electric Industries worth $4.46K as of Q2 2026.
  • Stone House Investment Management sold 104 Hawaiian Electric Industries shares in Q2 2026, an estimated $1.48K.
  • Hawaiian Electric Industries made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #576 holding.
  • Stone House Investment Management first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 4 quarters since.
  • Stone House Investment Management's Hawaiian Electric Industries position peaked at $6.44K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.