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Hawaiian Electric Industries shares owned by TriaGen Wealth Management

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

Historical chart of TriaGen Wealth Management investment in Hawaiian Electric Industries

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hawaiian Electric Industries by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $549k 50k 11.04
2025-06-30 $532k 50k 10.63
2025-03-31 $547k 50k 10.95

More positions owned by TriaGen Wealth Management

Apple (AAPL)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core Div Grwth (DGRO)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
Chevron Corporation (CVX)
Take-Two Interactive Software (TTWO)
McDonald's Corporation (MCD)
Cheniere Energy Com New (LNG)

View all positions for TriaGen Wealth Management

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