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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

HE holding history

Hawaiian Electric Industries Inc in every 13F filed by Creative Planning, 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)
45,587
Value
$616.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,587$616.8K<0.1%−21,090−31.6%ReducedHolders
Q1 202666,677$989.5K<0.1%+1,078+1.6%AddedHolders
Q4 202565,599$806.9K<0.1%+19,443+42.1%AddedHolders
Q3 202546,156$509.6K<0.1%+10,861+30.8%AddedHolders
Q2 202535,295$375.2K<0.1%+4,431+14.4%AddedHolders
Q1 202530,864$338.0K<0.1%−14,933−32.6%ReducedHolders
Q4 202445,797$445.6K<0.1%−12,829−21.9%ReducedHolders
Q3 202458,626$567.5K<0.1%−12,057−17.1%ReducedHolders
Q2 202470,683$637.6K<0.1%+47,372+203.2%AddedHolders
Q1 202423,311$262.7K<0.1%+11,028+89.8%AddedHolders
Q4 202312,283$174.3K<0.1%−3,639−22.9%ReducedHolders
Q3 202315,922$196.0K<0.1%−4,927−23.6%ReducedHolders
Q2 202320,849$754.7K<0.1%−651−3.0%ReducedHolders
Q1 202321,500$825.6K<0.1%−8,168−27.5%ReducedHolders
Q4 202229,668$1.24M<0.1%+5,818+24.4%AddedHolders
Q3 202223,850$827.0K<0.1%−8,309−25.8%ReducedHolders
Q2 202232,159$1.31M<0.1%+2,103+7.0%AddedHolders
Q1 202230,056$1.27M<0.1%+1,018+3.5%AddedHolders
Q4 202129,038$1.21M<0.1%+278+1.0%AddedHolders
Q3 202128,760$1.17M<0.1%−447−1.5%ReducedHolders
Q2 202129,207$1.24M<0.1%−18,878−39.3%ReducedHolders
Q1 202148,085$2.14M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.