SWP
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Stratos Wealth Partners’s Hawaiian Electric Industries HE Stock Holding History

Stratos 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
2026
Q1 		$412K Buy
27,794
+1,104
+4% +$16.7K ﹤0.01% 1146
2025
Q4 		$328K Buy
26,690
+6,473
+32% +$75K ﹤0.01% 1234
2025
Q3 		$223K Buy
20,217
+1,280
+7% +$14.6K ﹤0.01% 1410
2025
Q2 		$201K Buy
+18,937
New +$198K ﹤0.01% 1335
2018
Q4 		– Sell
-2,354
Closed -$84K – 1526
2018
Q3 		$84K Buy
+2,354
New +$82.8K ﹤0.01% 1215
2018
Q2 		– Sell
-2,854
Closed -$98K – 1651
2018
Q1 		$98K Buy
2,854
+1,175
+70% +$39.7K ﹤0.01% 1217
2017
Q4 		$61K Buy
+1,679
New +$60.8K ﹤0.01% 1418

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