Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Hawaiian Electric Industries HE Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.02M Buy
75,669
+55,820
+281% +$796K ﹤0.01% 1554
2026
Q1 		$295K Buy
19,849
+3,588
+22% +$54.3K ﹤0.01% 1871
2025
Q4 		$200K Hold
16,261
– – ﹤0.01% 1989
2025
Q3 		$180K Buy
16,261
+1,632
+11% +$18.6K ﹤0.01% 2016
2025
Q2 		$156K Hold
14,629
– – ﹤0.01% 1962
2025
Q1 		$160K Buy
+14,629
New +$148K ﹤0.01% 1911

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

Universal-Beteiligungs- und Servicegesellschaft's HE Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Hawaiian Electric Industries (HE) stake by 281% in Q2 2026, buying an estimated $796K and bringing the position to 75,669 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HE in Q1 2025 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 75,669 shares of Hawaiian Electric Industries worth $1.02M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 55,820 Hawaiian Electric Industries shares in Q2 2026, an estimated $796K.
  • Hawaiian Electric Industries made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1554 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 6 quarters since.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.