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Hawaiian Electric Industries shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors investment in Hawaiian Electric Industries

Tip: Access up to 7 years of quarterly data

All positions including Hawaiian Electric Industries held by RFG - Bristol 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 RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 37k 11.04
2025-06-30 $329k 31k 10.63
2025-03-31 $322k 29k 10.95
2024-12-31 $286k 29k 9.73

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Coca-Cola Company (KO)
Spdr Series Trust SPDR S&P1500VL (VLU)
Principal Exchange Traded Prin U S Small (PSC)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Hawaiian Electric Industries

Horizon Kinetics Asset Management
Vanguard Group
BlackRock
T. Rowe Price Investment Management
State Street Corporation
UBS Group
Geode Capital Management
Charles Schwab Investment Management
Susquehanna International
Quantinno Capital Management
Franklin Resources
Dimensional Fund Advisors
Morgan Stanley
Northern Trust
Citadel Advisors

View all funds holding Hawaiian Electric Industries