Back to HE
EVERGREEN CAPITAL MANAGEMENT LLC → HE
EVERGREEN CAPITAL MANAGEMENT LLC HE Position History
Hawaiian Electric Industries, Inc. • Utilities
Quarters held
5
Latest value
$163K
Q3 2026
Peak value
$356K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $276K |
| Q4 2025 | $244K |
| Q1 2026 | $356K |
| Q2 2026 | $271K |
| Q3 2026 | $163K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $163K | 18.3K | — | — |
| Q2 2026 | $271K | 20.0K | — | — |
| Q1 2026 | $356K | 24.0K | — | — |
| Q4 2025 | $244K | 19.8K | — | — |
| Q3 2025 | $276K | 25.0K | — | — |
Other funds holding HE
$101.2M
$97.2M
$97.2M
$52.1M