Back to HE
Atlas Wealth Partners, LLC → HE
Atlas Wealth Partners, LLC HE Position History
Hawaiian Electric Industries, Inc. • Utilities
Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 117.6K | — | — |
| Q2 2026 | $1.6M | 116.1K | — | — |
| Q1 2026 | $1.7M | 115.0K | — | — |
| Q4 2025 | $1.2M | 99.6K | — | — |
Other funds holding HE
$101.2M
$97.2M
$97.2M
$52.1M