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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
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

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

True Wealth Design's HE Position: Q2 2026 in Review

True Wealth Design increased its Hawaiian Electric Industries (HE) stake by 4.6% in Q2 2026, buying an estimated $755 and bringing the position to 1,206 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

True Wealth Design first reported a position in HE in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.1K in Q1 2026. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • True Wealth Design held 1,206 shares of Hawaiian Electric Industries worth $16.3K as of Q2 2026.
  • True Wealth Design bought 53 Hawaiian Electric Industries shares in Q2 2026, an estimated $755.
  • Hawaiian Electric Industries made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #890 holding.
  • True Wealth Design first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Hawaiian Electric Industries position peaked at $17.1K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.