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William B. Walkup & Associates’s Hawaiian Electric Industries HE Stock Holding History

William B. Walkup & Associates’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 		$2.71K Hold
200
– – ﹤0.01% 199
2026
Q1 		$2.19K Hold
200
– – ﹤0.01% 145
2025
Q4 		$2.46K Hold
200
– – ﹤0.01% 153
2025
Q3 		$2.21K Hold
200
– – ﹤0.01% 150
2025
Q2 		$2.13K Hold
200
– – ﹤0.01% 146
2025
Q1 		$2.19K Hold
200
– – ﹤0.01% 144
2024
Q4 		$1.95K Hold
200
– – ﹤0.01% 146
2024
Q3 		$1.94K Hold
200
– – ﹤0.01% 144
2024
Q2 		$1.8K Buy
+200
New +$2.08K ﹤0.01% 145

Other funds holding HE

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
DA
Dougherty & Associates Spring Hill, Florida $125M AUM

William B. Walkup & Associates's HE Position: Q2 2026 in Review

William B. Walkup & Associates held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 200 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

William B. Walkup & Associates first reported a position in HE in Q2 2024 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • William B. Walkup & Associates held 200 shares of Hawaiian Electric Industries worth $2.71K as of Q2 2026.
  • William B. Walkup & Associates left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #199 holding.
  • William B. Walkup & Associates first reported a position in Hawaiian Electric Industries in Q2 2024 and has held it in 9 quarters since.
  • 95 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.