Back to HE
Crestwood Advisors Group, LLC → HE
Crestwood Advisors Group, LLC HE Position History
Hawaiian Electric Industries, Inc. • Utilities
Quarters held
4
Latest value
$168K
Q3 2026
Peak value
$321K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $193K |
| Q1 2026 | $299K |
| Q2 2026 | $321K |
| Q3 2026 | $168K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $168K | 18.8K | — | — |
| Q2 2026 | $321K | 23.7K | — | — |
| Q1 2026 | $299K | 20.1K | — | — |
| Q4 2025 | $193K | 15.7K | — | — |
Other funds holding HE
$101.2M
$97.2M
$97.2M
$52.1M