WPC
HE icon

Wedmont Private Capital’s Hawaiian Electric Industries HE Stock Holding History

Wedmont Private Capital’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 		– Sell
-11,587
Closed -$180K – 969
2026
Q1 		$180K Buy
+11,587
New +$175K 0.01% 816
2024
Q1 		– Sell
-12,026
Closed -$183K – 616
2023
Q4 		$183K Buy
+12,026
New +$156K 0.02% 538

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

Wedmont Private Capital's HE Position: Q2 2026 in Review

Wedmont Private Capital sold out of Hawaiian Electric Industries (HE) in Q2 2026, closing a stake of 11,587 shares — an estimated $180K sold.

Wedmont Private Capital first reported a position in HE in Q4 2023 and held it in 2 quarters. The position peaked at $183K in Q4 2023. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Wedmont Private Capital reported no remaining Hawaiian Electric Industries position as of Q2 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 11,587 Hawaiian Electric Industries shares in Q2 2026, an estimated $180K.
  • Wedmont Private Capital first reported a position in Hawaiian Electric Industries in Q4 2023 and held it in 2 quarters.
  • Wedmont Private Capital's Hawaiian Electric Industries position peaked at $183K in Q4 2023.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.