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Swiss Life Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Swiss Life Asset Management’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 		$302K Buy
22,285
+1,123
+5% +$16K ﹤0.01% 1264
2026
Q1 		$314K Buy
+21,162
New +$320K ﹤0.01% 1099

Other funds holding HE

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swiss Life Asset Management's HE Position: Q2 2026 in Review

Swiss Life Asset Management increased its Hawaiian Electric Industries (HE) stake by 5.3% in Q2 2026, buying an estimated $16K and bringing the position to 22,285 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Swiss Life Asset Management first reported a position in HE in Q1 2026 and has held it in 2 quarters since. The position peaked at $314K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Swiss Life Asset Management held 22,285 shares of Hawaiian Electric Industries worth $302K as of Q2 2026.
  • Swiss Life Asset Management bought 1,123 Hawaiian Electric Industries shares in Q2 2026, an estimated $16K.
  • Hawaiian Electric Industries made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1264 holding.
  • Swiss Life Asset Management first reported a position in Hawaiian Electric Industries in Q1 2026 and has held it in 2 quarters since.
  • Swiss Life Asset Management's Hawaiian Electric Industries position peaked at $314K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.