Hickory Point Bank & Trust HE β€” HAWAIIAN ELEC INDS INC MTN B

Ownership history in Hickory Point Bank & Trust  Β·  1 quarter on record

AI Ownership Summary

Hickory Point Bank & Trust reported HAWAIIAN ELEC INDS INC MTN B (HE) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows HE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in HAWAIIAN ELEC INDS INC MTN B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hickory Point Bank & Trust held HE β€” position size vs. price
% of Fund (quarterly)    HE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 245 β€” β€” 0.00% $4K 2026-05-15 (Est.) $13.23

FAQ About Hickory Point Bank & Trust and HE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning HE?

Hickory Point Bank & Trust reported HE across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported HE position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for HE was 0.00% in 2026 Q1.

What is the latest reported HE position on this page?

The most recent filing on this page is 2026 Q1, when Hickory Point Bank & Trust reported 245 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this HE ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly HE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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