Back to HE
RFG - Bristol Wealth Advisors, LLC → HE
RFG - Bristol Wealth Advisors, LLC HE Position History
Hawaiian Electric Industries, Inc. • Utilities
Quarters held
5
Latest value
$251K
Q3 2026
Peak value
$588K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $407K |
| Q4 2025 | $469K |
| Q1 2026 | $588K |
| Q2 2026 | $536K |
| Q3 2026 | $251K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $251K | 28.0K | — | — |
| Q2 2026 | $536K | 39.6K | — | — |
| Q1 2026 | $588K | 39.6K | — | — |
| Q4 2025 | $469K | 38.1K | — | — |
| Q3 2025 | $407K | 36.9K | — | — |
Other funds holding HE
$101.2M
$97.2M
$97.2M
$52.1M