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Livermore
Livermore
ZHEN

IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

HE holding history

Hawaiian Electric Industries Inc in every 13F filed by IFP Advisors, Inc, 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)
710
Value
$9.61K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of HE by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026710$9.61K<0.1%+339+91.4%AddedHolders
Q1 2026371$5.51K<0.1%+209+129.0%AddedHolders
Q4 2025162$1.99K<0.1%00.0%UnchangedHolders
Q3 2025162$1.79K<0.1%−1,968−92.4%ReducedHolders
Q2 20252,130$33.1K<0.1%−3,018−58.6%ReducedHolders
Q1 20255,148$56.7K<0.1%+700+15.7%AddedHolders
Q4 20244,448$43.6K<0.1%+854+23.8%AddedHolders
Q3 20243,594$34.8K<0.1%+2,206+158.9%AddedHolders
Q2 20241,388$12.5K<0.1%+1,388NewHolders
Q1 20240$00.0%−811−100.0%Sold outHolders
Q4 2023811$11.5K<0.1%+701+637.3%AddedHolders
Q3 2023110$1.35K<0.1%00.0%UnchangedHolders
Q2 2023110$3.74K<0.1%00.0%UnchangedHolders
Q1 2023110$3.74K<0.1%−502−82.0%ReducedHolders
Q4 2022612$25.0K<0.1%−26−4.1%ReducedHolders
Q3 2022638$27.0K<0.1%+142+28.6%AddedHolders
Q2 2022496$20.0K<0.1%−120−19.5%ReducedHolders
Q1 2022616$26.0K<0.1%+498+422.0%AddedHolders
Q4 2021118$5.00K<0.1%−9−7.1%ReducedHolders
Q3 2021127$6.00K<0.1%+5+4.1%AddedHolders
Q2 2021122$5.00K<0.1%00.0%UnchangedHolders
Q1 2021122$5.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.