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Hawaiian Electric Industries shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in Hawaiian Electric Industries

Tip: Access up to 7 years of quarterly data

All positions including Hawaiian Electric Industries held by Summit Financial 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $93k 10k 8.94

More positions owned by Summit Financial Wealth Advisors

Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
Spdr Series Trust St Str Corpo Etf (SPBO)
First Tr Exchange-traded First Tr Enh New (FTSM)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust High Divid Etf (FDVV)
Valero Energy Corporation (VLO)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
3M Company (MMM)
UnitedHealth (UNH)

View all positions for Summit Financial Wealth Advisors

Top funds holding Hawaiian Electric Industries

BlackRock
Horizon Kinetics Asset Management
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Quantinno Capital Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Susquehanna International
Invesco
Dimensional Fund Advisors
Bank of America Corporation
Northern Trust
Jupiter Asset Management

View all funds holding Hawaiian Electric Industries