EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
HE holding history
Hawaiian Electric Industries Inc in every 13F filed by EverSource Wealth 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)
- 724
- Value
- $9.79K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 724 | $9.79K | <0.1% | −2,632−78.4% | Reduced | Holders |
| Q1 2026 | 3,356 | $49.8K | <0.1% | +674+25.1% | Added | Holders |
| Q4 2025 | 2,682 | $33.0K | <0.1% | +737+37.9% | Added | Holders |
| Q3 2025 | 1,945 | $21.5K | <0.1% | +51+2.7% | Added | Holders |
| Q2 2025 | 1,894 | $20.1K | <0.1% | +352+22.8% | Added | Holders |
| Q1 2025 | 1,542 | $16.9K | <0.1% | +565+57.8% | Added | Holders |
| Q4 2024 | 977 | $9.51K | <0.1% | +387+65.6% | Added | Holders |
| Q3 2024 | 590 | $5.71K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 590 | $9.77K | <0.1% | +77+15.0% | Added | Holders |
| Q1 2024 | 513 | $5.05K | <0.1% | +290+130.0% | Added | Holders |
| Q4 2023 | 223 | $3.16K | <0.1% | +107+92.2% | Added | Holders |
| Q3 2023 | 116 | $1.43K | <0.1% | +116 | New | Holders |