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Strategic Wealth Partners’s Hawaiian Electric Industries HE Stock Holding History

Strategic Wealth Partners’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
2025
Q3 		– Sell
-451
Closed -$4.79K – 1347
2025
Q2 		$4.79K Buy
+451
New +$4.71K ﹤0.01% 904

Other funds holding HE

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Strategic Wealth Partners's HE Position: Q3 2025 in Review

Strategic Wealth Partners sold out of Hawaiian Electric Industries (HE) in Q3 2025, closing a stake of 451 shares — an estimated $4.79K sold.

Strategic Wealth Partners first reported a position in HE in Q2 2025 and held it in 1 quarter. The position peaked at $4.79K in Q2 2025. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

  • Strategic Wealth Partners reported no remaining Hawaiian Electric Industries position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 451 Hawaiian Electric Industries shares in Q3 2025, an estimated $4.79K.
  • Strategic Wealth Partners first reported a position in Hawaiian Electric Industries in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's Hawaiian Electric Industries position peaked at $4.79K in Q2 2025.
  • 294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.