Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Hawaiian Electric Industries HE Stock Holding History

Vanguard Personalized Indexing Management’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 		$196K Buy
14,488
+1,531
+12% +$21.8K ﹤0.01% 1934
2026
Q1 		$192K Buy
12,957
+2,249
+21% +$34K ﹤0.01% 1843
2025
Q4 		$132K Buy
10,708
+514
+5% +$5.96K ﹤0.01% 1782
2025
Q3 		$113K Buy
+10,194
New +$116K ﹤0.01% 1802
2024
Q4 		– Sell
-12,331
Closed -$119K – 1838
2024
Q3 		$119K Sell
12,331
-385
-3% -$4.77K ﹤0.01% 1591
2024
Q2 		$115K Buy
12,716
+15
+0.1% +$156 ﹤0.01% 1513
2024
Q1 		$143K Sell
12,701
-3,402
-21% -$43.2K ﹤0.01% 1491
2023
Q4 		$229K Buy
16,103
+4,834
+43% +$62.9K 0.01% 1350
2023
Q3 		$139K Buy
11,269
+2,010
+22% +$48.9K ﹤0.01% 1348
2023
Q2 		$335K Buy
9,259
+103
+1% +$3.88K 0.01% 1076
2023
Q1 		$352K Buy
+9,156
New +$371K 0.01% 1038
2021
Q2 		– Sell
-4,895
Closed -$217K – 944
2021
Q1 		$217K Sell
4,895
-878
-15% -$32.2K 0.03% 649
2020
Q4 		$204K Sell
5,773
-452
-7% -$16K 0.04% 504
2020
Q3 		$207K Sell
6,225
-802
-11% -$28.1K 0.06% 394
2020
Q2 		$253K Sell
7,027
-2,632
-27% -$102K 0.11% 236
2020
Q1 		$416K Buy
+9,659
New +$447K 0.24% 112

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 $3.37T AUM 44.26% 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

Vanguard Personalized Indexing Management's HE Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Hawaiian Electric Industries (HE) stake by 12% in Q2 2026, buying an estimated $21.8K and bringing the position to 14,488 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Vanguard Personalized Indexing Management first reported a position in HE in Q1 2020 and has held it in 16 quarters since. The position peaked at $416K in Q1 2020. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Vanguard Personalized Indexing Management held 14,488 shares of Hawaiian Electric Industries worth $196K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,531 Hawaiian Electric Industries shares in Q2 2026, an estimated $21.8K.
  • Hawaiian Electric Industries made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1934 holding.
  • Vanguard Personalized Indexing Management first reported a position in Hawaiian Electric Industries in Q1 2020 and has held it in 16 quarters since.
  • Vanguard Personalized Indexing Management's Hawaiian Electric Industries position peaked at $416K in Q1 2020.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.