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Xponance’s Hawaiian Electric Industries HE Stock Holding History

Xponance’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 		$265K Buy
19,591
+636
+3% +$9.06K ﹤0.01% 1480
2026
Q1 		$281K Buy
18,955
+1,933
+11% +$29.2K ﹤0.01% 1302
2025
Q4 		$209K Buy
17,022
+918
+6% +$10.6K ﹤0.01% 1370
2025
Q3 		$178K Buy
16,104
+2,628
+20% +$29.9K ﹤0.01% 1377
2025
Q2 		$143K Buy
13,476
+12
+0.1% +$125 ﹤0.01% 1371
2025
Q1 		$147K Buy
13,464
+1,529
+13% +$15.4K ﹤0.01% 1310
2024
Q4 		$116K Buy
11,935
+1,171
+11% +$11.8K ﹤0.01% 1347
2024
Q3 		$104K Buy
+10,764
New +$133K ﹤0.01% 1316
2023
Q3 		– Sell
-13,370
Closed -$484K – 1255
2023
Q2 		$484K Sell
13,370
-1,093
-8% -$41.1K 0.01% 925
2023
Q1 		$555K Sell
14,463
-4
-0% -$162 0.01% 886
2022
Q4 		$605K Buy
14,467
+1,582
+12% +$61.1K 0.01% 826
2022
Q3 		$447K Sell
12,885
-122
-0.9% -$4.91K 0.01% 884
2022
Q2 		$532K Buy
13,007
+1,124
+9% +$47.3K 0.01% 834
2022
Q1 		$503K Sell
11,883
-329
-3% -$13.7K 0.01% 895
2021
Q4 		$507K Sell
12,212
-14
-0.1% -$568 0.01% 894
2021
Q3 		$499K Sell
12,226
-540
-4% -$23.2K 0.01% 891
2021
Q2 		$540K Buy
12,766
+1,320
+12% +$57.2K 0.01% 894
2021
Q1 		$509K Sell
11,446
-26
-0.2% -$953 0.01% 774
2020
Q4 		$406K Sell
11,472
-41
-0.4% -$1.45K 0.01% 834
2020
Q3 		$383K Buy
11,513
+1,643
+17% +$57.6K 0.01% 766
2020
Q2 		$356K Buy
+9,870
New +$382K 0.01% 760

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 $3.37T AUM 44.26% 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

Xponance's HE Position: Q2 2026 in Review

Xponance increased its Hawaiian Electric Industries (HE) stake by 3.4% in Q2 2026, buying an estimated $9.06K and bringing the position to 19,591 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Xponance first reported a position in HE in Q2 2020 and has held it in 21 quarters since. The position peaked at $605K in Q4 2022. 338 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • Xponance held 19,591 shares of Hawaiian Electric Industries worth $265K as of Q2 2026.
  • Xponance bought 636 Hawaiian Electric Industries shares in Q2 2026, an estimated $9.06K.
  • Hawaiian Electric Industries made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1480 holding.
  • Xponance first reported a position in Hawaiian Electric Industries in Q2 2020 and has held it in 21 quarters since.
  • Xponance's Hawaiian Electric Industries position peaked at $605K in Q4 2022.
  • 338 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.