TPWA
HE icon

Twin Peaks Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Twin Peaks Wealth Advisors’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 		$2.35K Buy
+158
New +$2.39K ﹤0.01% 1659
2025
Q3 		– Sell
-34
Closed -$390 – 1004
2025
Q2 		$390 Buy
+34
New +$355 ﹤0.01% 1957

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

Twin Peaks Wealth Advisors's HE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Hawaiian Electric Industries (HE) in Q1 2026: 158 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #1659 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in HE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in HE in Q2 2025 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 158 shares of Hawaiian Electric Industries worth $2.35K as of Q1 2026.
  • Hawaiian Electric Industries was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1659 holding.
  • Twin Peaks Wealth Advisors first reported a position in Hawaiian Electric Industries in Q2 2025 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.