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Hawaiian Electric Industries shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Hawaiian Electric Industries (HE) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Hawaiian Electric Industries

Tip: Access up to 7 years of quarterly data

All positions including Hawaiian Electric Industries held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hawaiian Electric Industries by Kingswood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.2M	107k	11.04
2025-06-30	$1.2M	111k	10.63
2025-03-31	$1.8M	168k	10.95

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View all positions for Kingswood Wealth Advisors

Top funds holding Hawaiian Electric Industries

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T. Rowe Price Investment Management

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Dimensional Fund Advisors

Citadel Advisors

View all funds holding Hawaiian Electric Industries

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