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Westfuller Advisors’s Hawaiian Electric Industries HE Stock Holding History

Westfuller Advisors’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
Q1 		$89K Hold
6,000
– – 0.04% 217
2025
Q4 		$73.8K Hold
6,000
– – 0.03% 261
2025
Q3 		$66.2K Buy
+6,000
New +$68.4K 0.03% 261

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westfuller Advisors's HE Position: Q1 2026 in Review

Westfuller Advisors held its Hawaiian Electric Industries (HE) position steady in Q1 2026 at 6,000 shares worth $89K. The position accounts for 0.04% of the portfolio, ranked #217.

Westfuller Advisors first reported a position in HE in Q3 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Westfuller Advisors held 6,000 shares of Hawaiian Electric Industries worth $89K as of Q1 2026.
  • Westfuller Advisors left its Hawaiian Electric Industries share count unchanged in Q1 2026.
  • Hawaiian Electric Industries made up 0.04% of Westfuller Advisors's portfolio in Q1 2026, its #217 holding.
  • Westfuller Advisors first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.