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Summit Financial Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Summit Financial Wealth Advisors’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
Q3 		$92.8K Buy
+10,377
New +$122K 0.01% 226

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RBWA
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BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
NAM
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VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Summit Financial Wealth Advisors's HE Position: Q3 2026 in Review

Summit Financial Wealth Advisors opened a new position in Hawaiian Electric Industries (HE) in Q3 2026: 10,377 shares worth $92.8K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings.

30 funds tracked by Wall St. Rank hold HE as of Q3 2026.

  • Summit Financial Wealth Advisors held 10,377 shares of Hawaiian Electric Industries worth $92.8K as of Q3 2026.
  • Hawaiian Electric Industries was a new Summit Financial Wealth Advisors position in Q3 2026.
  • Hawaiian Electric Industries made up 0.01% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #226 holding.
  • 30 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.