Atlas Wealth Partners, LLC
Position in HE — Hawaiian Electric Industries Inc
CIK 1965798
WYOMISSING, PA
Position in HE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,571,063
-$135,047 QoQ
Shares Held
116,117
+1.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#86
of 335 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atlas Wealth Partners, LLC holds $3,046,871 across 4 Utilities - Regulated Electric names. HE ranks #1 (51.6% of the industry book) .
All Filings in HE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,571,063 | 116,117 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,706,110 | 114,967 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,224,797 | 99,577 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $917,170 | 83,077 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $189,745 | 17,850 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||