Strengthening Families & Communities LLC’s Hawaiian Electric Industries HE Stock Holding History

Strengthening Families & Communities LLC’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	$2.4K	Buy	+162	New	+$2.45K	﹤0.01%	505
2025 Q4	–	Sell	-161	Closed	-$1.78K	–	526
2025 Q3	$1.78K	Buy	+161	New	+$1.83K	﹤0.01%	500
2024 Q4	–	Sell	-162	Closed	-$1.56K	–	426
2024 Q3	$1.56K	Hold	162	–	–	﹤0.01%	455
2024 Q2	$1K	Buy	+162	New	+$1.68K	﹤0.01%	539
2023 Q4	–	Sell	-181	Closed	-$2K	–	277
2023 Q3	$2K	Buy	181 +6	+3%	+$146	﹤0.01%	385
2023 Q2	$6K	Sell	175 -29	-14%	-$1.09K	﹤0.01%	360
2023 Q1	$8	Buy	204 +2	+1%	+$81	﹤0.01%	286
2022 Q4	$8K	Buy	202 +2	+1%	+$77	﹤0.01%	247
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	388
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	263
2022 Q1	$8K	Buy	+200	New	+$8.33K	﹤0.01%	262

Other funds holding HE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strengthening Families & Communities LLC's HE Position: Q1 2026 in Review

Strengthening Families & Communities LLC opened a new position in Hawaiian Electric Industries (HE) in Q1 2026: 162 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Strengthening Families & Communities LLC previously reported a position in HE as recently as Q3 2025.

Strengthening Families & Communities LLC first reported a position in HE in Q1 2022 and has held it in 11 quarters since. The position peaked at $8K in Q4 2022. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

Strengthening Families & Communities LLC held 162 shares of Hawaiian Electric Industries worth $2.4K as of Q1 2026.
Hawaiian Electric Industries was a new Strengthening Families & Communities LLC position in Q1 2026.
Hawaiian Electric Industries made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q1 2026, its #505 holding.
Strengthening Families & Communities LLC first reported a position in Hawaiian Electric Industries in Q1 2022 and has held it in 11 quarters since.
Strengthening Families & Communities LLC's Hawaiian Electric Industries position peaked at $8K in Q4 2022.
339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.