Truist Financial
HE icon

Truist Financial’s Hawaiian Electric Industries HE Stock Holding History

Truist Financial’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
Q1 		– Sell
-16,929
Closed -$208K – 2853
2025
Q4 		$208K Buy
16,929
+1,004
+6% +$11.6K ﹤0.01% 2586
2025
Q3 		$176K Hold
15,925
– – ﹤0.01% 2573
2025
Q2 		$169K Sell
15,925
-2,500
-14% -$26.1K ﹤0.01% 2444
2025
Q1 		$202K Buy
18,425
+710
+4% +$7.17K ﹤0.01% 2364
2024
Q4 		$172K Hold
17,715
– – ﹤0.01% 2412
2024
Q3 		$171K Sell
17,715
-26,611
-60% -$330K ﹤0.01% 2378
2024
Q2 		$400K Buy
44,326
+20,680
+87% +$215K ﹤0.01% 2111
2024
Q1 		$266K Buy
23,646
+435
+2% +$5.53K ﹤0.01% 2343
2023
Q4 		$329K Sell
23,211
-1,159
-5% -$15.1K ﹤0.01% 2250
2023
Q3 		$300K Buy
+24,370
New +$593K ﹤0.01% 2242
2023
Q1 		– Sell
-15,779
Closed -$660K – 2615
2022
Q4 		$660K Sell
15,779
-3,009
-16% -$116K ﹤0.01% 1773
2022
Q3 		$651K Buy
18,788
+2,155
+13% +$86.7K ﹤0.01% 1689
2022
Q2 		$680K Buy
16,633
+3,345
+25% +$141K ﹤0.01% 1729
2022
Q1 		$562K Buy
13,288
+7,449
+128% +$310K ﹤0.01% 1939
2021
Q4 		$242K Sell
5,839
-670
-10% -$27.2K ﹤0.01% 2493
2021
Q3 		$266K Buy
6,509
+10
+0.2% +$429 ﹤0.01% 2419
2021
Q2 		$275K Sell
6,499
-30
-0.5% -$1.3K ﹤0.01% 2421
2021
Q1 		$290K Sell
6,529
-191
-3% -$7K ﹤0.01% 2301
2020
Q4 		$238K Sell
6,720
-2,021
-23% -$71.5K ﹤0.01% 2298
2020
Q3 		$291K Sell
8,741
-1,053
-11% -$36.9K ﹤0.01% 2031
2020
Q2 		$353K Buy
9,794
+130
+1% +$5.04K ﹤0.01% 1835
2020
Q1 		$416K Sell
9,664
-2,108
-18% -$97.5K ﹤0.01% 1660
2019
Q4 		$552K Buy
+11,772
New +$528K ﹤0.01% 1790

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial's HE Position: Q1 2026 in Review

Truist Financial sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 16,929 shares — an estimated $208K sold.

Truist Financial first reported a position in HE in Q4 2019 and held it in 23 quarters. The position peaked at $680K in Q2 2022. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Truist Financial reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
  • Truist Financial sold 16,929 Hawaiian Electric Industries shares in Q1 2026, an estimated $208K.
  • Truist Financial first reported a position in Hawaiian Electric Industries in Q4 2019 and held it in 23 quarters.
  • Truist Financial's Hawaiian Electric Industries position peaked at $680K in Q2 2022.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.