SEC 13F Intelligence

Strategic Planning, Inc. / HE

Strategic Planning, Inc.’s Hawaiian Elec Inds Inc Mtn B Position

Does Strategic Planning, Inc. own Hawaiian Elec Inds Inc Mtn B (HE)? Not currently — the last reported position was 247.9K shares worth $3M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q2 2025
Shares
247.9K
% of Portfolio
+1.53%
Quarters Held
1
position exited

Position History HE

Reported value by quarter
Q2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025247.9K$3M+1.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Planning, Inc.’s full portfolio or all institutional holders of HE.