BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Hawaiian Electric Industries HE Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	–	Sell	-10,399	Closed	-$141K	–	1967
2026 Q2	$141K	Sell	10,399 -3,000	-22%	-$42.8K	0.02%	637
2026 Q1	$199K	Buy	13,399 +3,000	+29%	+$45.4K	0.03%	529
2025 Q4	$128K	Sell	10,399 -2,250	-18%	-$26.1K	0.02%	700
2025 Q3	$140K	Buy	12,649 +500	+4%	+$5.7K	0.02%	597
2025 Q2	$129K	Buy	12,149 +2,000	+20%	+$20.9K	0.02%	606
2025 Q1	$111K	Sell	10,149 -1,200	-11%	-$12.1K	0.02%	659
2024 Q4	$110K	Buy	11,349 +725	+7%	+$7.33K	0.02%	623
2024 Q3	$103K	Buy	+10,624	New	+$132K	0.02%	708

Other funds holding HE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s HE Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Hawaiian Electric Industries (HE) in Q3 2026, closing a stake of 10,399 shares — an estimated $141K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in HE in Q3 2024 and held it in 8 quarters. The position peaked at $199K in Q1 2026. 271 funds tracked by Wall St. Rank hold HE as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Hawaiian Electric Industries position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 10,399 Hawaiian Electric Industries shares in Q3 2026, an estimated $141K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Hawaiian Electric Industries in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Hawaiian Electric Industries position peaked at $199K in Q1 2026.
271 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.