Wealth Enhancement Advisory Services’s Hawaiian Electric Industries HE Stock Holding History

Wealth Enhancement Advisory Services’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	$676K	Buy	49,823 +1,523	+3%	+$21.7K	﹤0.01%	2408
2026 Q1	$739K	Buy	48,300 +15,308	+46%	+$231K	﹤0.01%	2026
2025 Q4	$453K	Buy	32,992 +2,560	+8%	+$29.7K	﹤0.01%	2556
2025 Q3	$344K	Buy	+30,432	New	+$347K	﹤0.01%	2661
2024 Q4	–	Sell	-10,427	Closed	-$101K	–	3024
2024 Q3	$101K	Sell	10,427 -5,593	-35%	-$69.3K	﹤0.01%	2557
2024 Q2	$145K	Buy	+16,020	New	+$166K	﹤0.01%	2354
2024 Q1	–	Sell	-12,838	Closed	-$182K	–	2524
2023 Q4	$182K	Buy	12,838 +1,780	+16%	+$23.1K	﹤0.01%	2103
2023 Q3	$136K	Buy	+11,058	New	+$269K	﹤0.01%	2062
2017 Q1	–	Sell	-23,241	Closed	-$768K	–	156
2016 Q4	$768K	Buy	+23,241	New	+$709K	0.09%	108

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

Wealth Enhancement Advisory Services's HE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Hawaiian Electric Industries (HE) stake by 3.2% in Q2 2026, buying an estimated $21.7K and bringing the position to 49,823 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Wealth Enhancement Advisory Services first reported a position in HE in Q4 2016 and has held it in 9 quarters since. The position peaked at $768K in Q4 2016. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

Wealth Enhancement Advisory Services held 49,823 shares of Hawaiian Electric Industries worth $676K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,523 Hawaiian Electric Industries shares in Q2 2026, an estimated $21.7K.
Hawaiian Electric Industries made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2408 holding.
Wealth Enhancement Advisory Services first reported a position in Hawaiian Electric Industries in Q4 2016 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Hawaiian Electric Industries position peaked at $768K in Q4 2016.
337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.