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Wilmington Savings Fund Society’s Hawaiian Electric Industries HE Stock Holding History

Wilmington Savings Fund Society’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 		$12.1K Hold
896
– – ﹤0.01% 1165
2026
Q1 		$13.3K Buy
896
+596
+199% +$9.01K ﹤0.01% 1147
2025
Q4 		$3.69K Hold
300
– – ﹤0.01% 1269
2025
Q3 		$3.31K Buy
+300
New +$3.42K ﹤0.01% 1269

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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wilmington Savings Fund Society's HE Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Hawaiian Electric Industries (HE) position steady in Q2 2026 at 896 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Wilmington Savings Fund Society first reported a position in HE in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.3K in Q1 2026. 77 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Wilmington Savings Fund Society held 896 shares of Hawaiian Electric Industries worth $12.1K as of Q2 2026.
  • Wilmington Savings Fund Society left its Hawaiian Electric Industries share count unchanged in Q2 2026.
  • Hawaiian Electric Industries made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1165 holding.
  • Wilmington Savings Fund Society first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 4 quarters since.
  • Wilmington Savings Fund Society's Hawaiian Electric Industries position peaked at $13.3K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.