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Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

HE holding history

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

HE overviewAll 13F holders of HEFull Q2 2026 holdings

Shares (Q2 2026)
84,369
Value
$1.14M
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of HE by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202684,369$1.14M<0.1%+12,276+17.0%AddedHolders
Q1 202672,093$1.07M<0.1%+56,464+361.3%AddedHolders
Q4 202515,629$192.2K<0.1%+3,312+26.9%AddedHolders
Q3 202512,317$136.0K<0.1%−63−0.5%ReducedHolders
Q2 202512,380$131.6K<0.1%+12,380NewHolders