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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HE Position History
Hawaiian Electric Industries, Inc. • Utilities
Quarters held
5
Latest value
$742K
Q3 2026
Peak value
$742K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $344K |
| Q4 2025 | $453K |
| Q1 2026 | $739K |
| Q2 2026 | $676K |
| Q3 2026 | $742K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $742K | 94.4K | — | — |
| Q2 2026 | $676K | 49.8K | — | — |
| Q1 2026 | $739K | 48.3K | — | — |
| Q4 2025 | $453K | 33.0K | — | — |
| Q3 2025 | $344K | 30.4K | — | — |
Other funds holding HE
$101.2M
$97.2M
$97.2M
$52.1M