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Turning Point Benefit Group’s Hawaiian Electric Industries HE Stock Holding History

Turning Point Benefit Group’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
-56
Closed -$688 – 391
2025
Q4 		$688 Buy
56
+47
+522% +$545 ﹤0.01% 598
2025
Q3 		$99 Buy
+9
New +$103 ﹤0.01% 718

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Turning Point Benefit Group's HE Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Hawaiian Electric Industries (HE) in Q1 2026, closing a stake of 56 shares — an estimated $688 sold.

Turning Point Benefit Group first reported a position in HE in Q3 2025 and held it in 2 quarters. The position peaked at $688 in Q4 2025. 342 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Hawaiian Electric Industries position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 56 Hawaiian Electric Industries shares in Q1 2026, an estimated $688.
  • Turning Point Benefit Group first reported a position in Hawaiian Electric Industries in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Hawaiian Electric Industries position peaked at $688 in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.