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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management → HE
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management HE Position History
Hawaiian Electric Industries, Inc. • Utilities
Quarters held
8
Latest value
$98K
Q3 2026
Peak value
$222K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3K |
| Q4 2025 | $132K |
| Q1 2026 | $222K |
| Q1 2026 | $3K |
| Q2 2026 | $194K |
| Q2 2026 | $76K |
| Q3 2026 | $196K |
| Q3 2026 | $98K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $98K | 11.0K | — | — |
| Q3 2026 | $196K | 22.0K | — | — |
| Q2 2026 | $76K | 5.6K | — | — |
| Q2 2026 | $194K | 14.4K | — | — |
| Q1 2026 | $3K | 208 | — | — |
| Q1 2026 | $222K | 15.0K | — | — |
| Q4 2025 | $132K | 10.7K | — | — |
| Q4 2025 | $3K | 208 | — | — |
Other funds holding HE
$101.2M
$97.2M
$97.2M
$52.1M