Potentia Wealth

SEC CIK: 0002052308
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

HE holding history

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

HE overview All 13F holders of HE Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of HE by Potentia Wealth, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−10,717−100.0%	Sold out	Holders
Q2 2025	10,717	$113.9K	0.1%	−6,134−36.4%	Reduced	Holders
Q1 2025	16,851	$184.5K	0.1%	−10,153−37.6%	Reduced	Holders
Q4 2024	27,004	$262.7K	0.1%	–	No prior filing	Holders