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Hawaiian Electric Industries shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail Advisors investment in Hawaiian Electric Industries

Tip: Access up to 7 years of quarterly data

All positions including Hawaiian Electric Industries held by Summit Trail 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 Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 124k 11.04
2025-06-30 $815k 77k 10.63
2018-03-31 $11k 11k 0.98
2017-12-31 $11k 332 33.13

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Ishares Tr 3yrtb Etf (ISHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Summit Trail 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