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Creative Planning HE Position History
Hawaiian Electric Industries, Inc. • Utilities
Quarters held
8
Latest value
$475K
Q3 2026
Peak value
$989K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $481K |
| Q3 2025 | $29K |
| Q4 2025 | $807K |
| Q1 2026 | $989K |
| Q2 2026 | $39K |
| Q2 2026 | $578K |
| Q3 2026 | $23K |
| Q3 2026 | $475K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $475K | 53.2K | — | — |
| Q3 2026 | $23K | 2.6K | — | — |
| Q2 2026 | $578K | 42.7K | — | — |
| Q2 2026 | $39K | 2.9K | — | — |
| Q1 2026 | $989K | 66.7K | — | — |
| Q4 2025 | $807K | 65.6K | — | — |
| Q3 2025 | $29K | 2.6K | — | — |
| Q3 2025 | $481K | 43.6K | — | — |
Other funds holding HE
$101.2M
$97.2M
$97.2M
$52.1M