WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HE — HAWAIIAN ELEC INDUSTRIES

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  9 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported HAWAIIAN ELEC INDUSTRIES (HE) in 9 quarterly 13F filings from 2023 Q4 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in HAWAIIAN ELEC INDUSTRIES, 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
2023 Q4 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.

HE stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held HE — position size vs. price
% of Fund (quarterly)    HE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 48,300 +15,308 +46.4% 0.00% $739K 2026-04-08 $15.53
2025 Q4 ADDED — — — 32,992 +2,560 +8.4% 0.00% $453K 2026-01-08 $13.66
2025 Q3 ADDED — — — 30,432 +20,005 +191.9% 0.00% $344K 2025-10-29 $11.55
2024 Q4 UNCHANGED — — — 10,427 — 0% 0.00% $101K 2025-01-10 $8.18
2024 Q3 REDUCED 34.9% +0.6% ❌ 10,427 -5,593 -34.9% 0.00% $101K 2024-10-24 $9.74
2024 Q2 ADDED — — — 16,020 +3,182 +24.8% 0.00% $145K 2024-07-16 $12.16
2023 Q4 ADDED — — — 12,838 +1,780 +16.1% 0.00% $182K 2024-01-30 $13.27
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HE

As of 2026 Q1 — sorted by position size

MAD RIVER INVESTORS 3Y 7Y 7.03% MSRH, LLC 2.03% Lesa Sroufe & Co 3Y 7Y 1.96% Dougherty & Associates, LLC 0.9% PROMETHIUM ADVISORS,LLC 0.83% MAD RIVER INVESTORS 3Y 7Y 0.25% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.11% Inscription Capital, LLC 3Y 0.1% Inspire Investing, LLC 3Y 7Y 0.04% DRIVE WEALTH MANAGEMENT, LLC 3Y 0.04%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and HE

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning HE?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported HE across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HE position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 48,300 shares, equal to 0.00% of portfolio, with an estimated market value of $739K.

What does the chart on this HE ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their HE position?

Based on 13F filing dates vs. subsequent HE price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on HE relative to SPY over the holding period was -89.1%.

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