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 Q2	$393K	Buy	29,074 +1,280	+5%	+$18.2K	﹤0.01%	1259
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 New York $6.73T AUM 46.02% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stratos Wealth Partners's HE Position: Q2 2026 in Review

Stratos Wealth Partners increased its Hawaiian Electric Industries (HE) stake by 4.6% in Q2 2026, buying an estimated $18.2K and bringing the position to 29,074 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Stratos Wealth Partners first reported a position in HE in Q4 2017 and has held it in 8 quarters since. The position peaked at $412K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Stratos Wealth Partners held 29,074 shares of Hawaiian Electric Industries worth $393K as of Q2 2026.
Stratos Wealth Partners bought 1,280 Hawaiian Electric Industries shares in Q2 2026, an estimated $18.2K.
Hawaiian Electric Industries made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1259 holding.
Stratos Wealth Partners first reported a position in Hawaiian Electric Industries in Q4 2017 and has held it in 8 quarters since.
Stratos Wealth Partners's Hawaiian Electric Industries position peaked at $412K in Q1 2026.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.