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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

HE holding history

Hawaiian Electric Industries Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HE overviewAll 13F holders of HEFull Q2 2026 holdings

Shares (Q2 2026)
1,260
Value
$17.0K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of HE by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,260$17.0K<0.1%+60+5.0%AddedHolders
Q1 20261,200$17.8K<0.1%+1,200NewHolders