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Vident Advisory’s Hawaiian Electric Industries HE Stock Holding History

Vident Advisory’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 		$218K Sell
16,079
-3,744
-19% -$53.4K ﹤0.01% 1751
2026
Q1 		$294K Sell
19,823
-8,030
-29% -$121K ﹤0.01% 1507
2025
Q4 		$343K Sell
27,853
-5,166
-16% -$59.9K ﹤0.01% 1331
2025
Q3 		$365K Buy
33,019
+5,204
+19% +$59.3K ﹤0.01% 1320
2025
Q2 		$296K Buy
27,815
+6,504
+31% +$67.9K ﹤0.01% 1310
2025
Q1 		$233K Buy
+21,311
New +$215K ﹤0.01% 1372

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

Vident Advisory's HE Position: Q2 2026 in Review

Vident Advisory reduced its Hawaiian Electric Industries (HE) stake by 19% in Q2 2026, selling an estimated $53.4K and leaving 16,079 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Vident Advisory first reported a position in HE in Q1 2025 and has held it in 6 quarters since. The position peaked at $365K in Q3 2025. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Vident Advisory held 16,079 shares of Hawaiian Electric Industries worth $218K as of Q2 2026.
  • Vident Advisory sold 3,744 Hawaiian Electric Industries shares in Q2 2026, an estimated $53.4K.
  • Hawaiian Electric Industries made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1751 holding.
  • Vident Advisory first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 6 quarters since.
  • Vident Advisory's Hawaiian Electric Industries position peaked at $365K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.