UMB Bank’s Hawaiian Electric Industries HE Stock Holding History

UMB Bank’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	$7.02K	Sell	519 -196	-27%	-$2.79K	﹤0.01%	2023
2026 Q1	$10.6K	Buy	715 +235	+49%	+$3.55K	﹤0.01%	1834
2025 Q4	$5.9K	Buy	+480	New	+$5.56K	﹤0.01%	1979
2025 Q2	–	Sell	-4,355	Closed	-$47.7K	–	2156
2025 Q1	$47.7K	Sell	4,355 -362	-8%	-$3.66K	﹤0.01%	1073
2024 Q4	$45.9K	Buy	4,717 +362	+8%	+$3.66K	﹤0.01%	949
2024 Q3	$42.2K	Buy	+4,355	New	+$54K	﹤0.01%	931
2024 Q2	–	Sell	-1,224	Closed	-$13.8K	–	2175
2024 Q1	$13.8K	Hold	1,224	–	–	﹤0.01%	1202
2023 Q4	$17.4K	Sell	1,224 -935	-43%	-$12.2K	﹤0.01%	1108
2023 Q3	$26.6K	Buy	+2,159	New	+$52.5K	﹤0.01%	999
2022 Q1	–	Sell	-62	Closed	-$3K	–	2014
2021 Q4	$3K	Buy	+62	New	+$2.52K	﹤0.01%	1740

Other funds holding HE

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UMB Bank's HE Position: Q2 2026 in Review

UMB Bank reduced its Hawaiian Electric Industries (HE) stake by 27% in Q2 2026, selling an estimated $2.79K and leaving 519 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

UMB Bank first reported a position in HE in Q4 2021 and has held it in 10 quarters since. The position peaked at $47.7K in Q1 2025. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

UMB Bank held 519 shares of Hawaiian Electric Industries worth $7.02K as of Q2 2026.
UMB Bank sold 196 Hawaiian Electric Industries shares in Q2 2026, an estimated $2.79K.
Hawaiian Electric Industries made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2023 holding.
UMB Bank first reported a position in Hawaiian Electric Industries in Q4 2021 and has held it in 10 quarters since.
UMB Bank's Hawaiian Electric Industries position peaked at $47.7K in Q1 2025.
338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.