True Wealth Design’s Hawaiian Electric Industries HE Stock Holding History

True Wealth Design’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	$13.1K	Buy	1,461 +255	+21%	+$3K	﹤0.01%	968
2026 Q2	$16.3K	Buy	1,206 +53	+5%	+$755	﹤0.01%	890
2026 Q1	$17.1K	Buy	1,153 +14	+1%	+$212	﹤0.01%	778
2025 Q4	$14K	Buy	1,139 +13	+1%	+$151	﹤0.01%	731
2025 Q3	$12.4K	Buy	1,126 +896	+390%	+$10.2K	﹤0.01%	757
2025 Q2	$2.44K	Buy	230 +103	+81%	+$1.07K	﹤0.01%	1099
2025 Q1	$1.39K	Buy	+127	New	+$1.28K	﹤0.01%	1143

Other funds holding HE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

True Wealth Design's HE Position: Q3 2026 in Review

True Wealth Design increased its Hawaiian Electric Industries (HE) stake by 21% in Q3 2026, buying an estimated $3K and bringing the position to 1,461 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

True Wealth Design first reported a position in HE in Q1 2025 and has held it in 7 quarters since. The position peaked at $17.1K in Q1 2026. 30 funds tracked by Wall St. Rank hold HE as of Q3 2026.

True Wealth Design held 1,461 shares of Hawaiian Electric Industries worth $13.1K as of Q3 2026.
True Wealth Design bought 255 Hawaiian Electric Industries shares in Q3 2026, an estimated $3K.
Hawaiian Electric Industries made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #968 holding.
True Wealth Design first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Hawaiian Electric Industries position peaked at $17.1K in Q1 2026.
30 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.