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TriaGen Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

TriaGen Wealth 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 		– Sell
-50,400
Closed -$748K – 202
2026
Q1 		$748K Buy
50,400
+669
+1% +$10.1K 0.2% 99
2025
Q4 		$612K Hold
49,731
– – 0.16% 111
2025
Q3 		$549K Sell
49,731
-293
-0.6% -$3.34K 0.14% 118
2025
Q2 		$532K Buy
50,024
+33
+0.1% +$344 0.16% 110
2025
Q1 		$547K Buy
+49,991
New +$505K 0.19% 102

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 $3.37T AUM 44.26% 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

TriaGen Wealth Management's HE Position: Q2 2026 in Review

TriaGen Wealth Management sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 50,400 shares — an estimated $748K sold.

TriaGen Wealth Management first reported a position in HE in Q1 2025 and held it in 5 quarters. The position peaked at $748K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • TriaGen Wealth Management reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 50,400 Hawaiian Electric Industries shares in Q2 2026, an estimated $748K.
  • TriaGen Wealth Management first reported a position in Hawaiian Electric Industries in Q1 2025 and held it in 5 quarters.
  • TriaGen Wealth Management's Hawaiian Electric Industries position peaked at $748K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.