Hawaiian Electric Industries Inc
HE- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000354707
No open-market purchases or sales by Hawaiian Electric Industries Inc insiders were filed in the last 90 days; 337 institutions reported holding it in 13F filings for Q2 2026, worth $1.93B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Hawaiian Electric Industries Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 298
- −13 vs. Q1 2021
- Shares held
- 58.1M
- −892.7K (−1.5%) vs. Q1 2021
- Total value
- $2.46B
- −$161.7M (−6.2%) vs. Q1 2021
- New holders
- 28
- 93 more added
- Sold out
- 41
- 104 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 337 | $1.93B |
| Q1 2026 | 342 | $2.05B |
| Q4 2025 | 322 | $1.71B |
| Q3 2025 | 294 | $1.38B |
| Q2 2025 | 276 | $1.37B |
| Q1 2025 | 289 | $1.46B |
| Q4 2024 | 290 | $1.21B |
| Q3 2024 | 291 | $1.15B |
| Q2 2024 | 278 | $642.5M |
| Q1 2024 | 295 | $723.8M |
| Q4 2023 | 292 | $936.2M |
| Q3 2023 | 276 | $792.7M |
| Q2 2023 | 322 | $2.16B |
| Q1 2023 | 330 | $2.27B |
| Q4 2022 | 322 | $2.52B |
| Q3 2022 | 325 | $2.04B |
| Q2 2022 | 337 | $2.39B |
| Q1 2022 | 338 | $2.45B |
| Q4 2021 | 332 | $2.35B |
| Q3 2021 | 301 | $2.38B |
| Q2 2021 | 298 | $2.46B |
| Q1 2021 | 312 | $2.62B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $423 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Quadrant Capital Group LLC | 46 | $2.00K | 0.00% | −39−45.9% | Reduced |
| Lindbrook Capital, LLC | 59 | $2.00K | 0.00% | −11−15.7% | Reduced |
| Savior LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $2.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 69 | $3.00K | 0.00% | −10−12.7% | Reduced |
| North Star Investment Management Corp. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 122 | $5.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 149 | $6.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 155 | $6.00K | 0.00% | +33+27.0% | Added |
| Steward Partners Investment Advisory, LLC | 190 | $8.00K | 0.00% | −2,800−93.6% | Reduced |
| Bogart Wealth, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 188 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 178 | $8.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 261 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 268 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 256 | $11.0K | 0.00% | +256 | New |
| Accel Wealth Management | 316 | $13.0K | 0.01% | +3+1.0% | Added |
| Charter Oak Capital Management, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 370 | $16.0K | 0.00% | +370 | New |
| Smithfield Trust Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 441 | $19.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 464 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 472 | $20.0K | 0.00% | +2+0.4% | Added |
| Sonora Investment Management, LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 524 | $22.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 600 | $25.4K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 630 | $27.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 703 | $29.0K | 0.00% | +703 | New |
| Lazard Asset Management LLC | 731 | $30.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 838 | $35.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 900 | $38.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 930 | $39.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 918 | $39.0K | 0.00% | +38+4.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $42.0K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,010 | $43.0K | 0.02% | 00.0% | Unchanged |
| Personal Wealth Partners | 1,096 | $46.0K | 0.02% | +1,096 | New |
| Dark Forest Capital Management LP | 1,088 | $46.0K | 0.02% | +1,088 | New |
| Geneos Wealth Management Inc. | 1,165 | $49.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,184 | $50.0K | 0.00% | +1,184 | New |
| First Bank & Trust | 1,200 | $51.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,440 | $61.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 1,500 | $63.0K | 0.00% | −500−25.0% | Reduced |
| Oakworth Capital, Inc. | 1,500 | $63.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,503 | $64.0K | 0.00% | +599+66.3% | Added |
| Trust Co of Vermont | 1,535 | $65.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,540 | $65.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,581 | $67.0K | 0.04% | +1+0.1% | Added |
| Tradewinds Capital Management, LLC | 1,600 | $68.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,750 | $74.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,765 | $75.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,947 | $82.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,947 | $82.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,938 | $82.0K | 0.00% | +1,938 | New |
| FMR LLC | 1,996 | $84.0K | 0.00% | −52−2.5% | Reduced |
| Harbour Investments, Inc. | 1,980 | $84.0K | 0.00% | +1,403+243.2% | Added |
| Longfellow Investment Management Co LLC | 2,141 | $91.0K | 0.01% | −2,563−54.5% | Reduced |
| TFC Financial Management | 2,400 | $101.0K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,391 | $101.0K | 0.00% | +2,391 | New |
| Reilly Financial Advisors, LLC | 2,426 | $103.0K | 0.01% | 00.0% | Unchanged |
| Beck Bode, LLC | 2,541 | $107.0K | 0.03% | −245,462−99.0% | Reduced |
| American Portfolios Advisors | 2,533 | $107.1K | 0.00% | +2,033+406.6% | Added |
| Ci Investments Inc. | 2,685 | $114.0K | 0.00% | +986+58.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,085 | $130.0K | 0.00% | +2,913+1,693.6% | Added |
| Regency Capital Management Inc. | 3,130 | $132.0K | 0.10% | +100+3.3% | Added |
| Allworth Financial LP | 3,966 | $168.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,051 | $171.0K | 0.00% | +733+22.1% | Added |
| Whittier Trust Co | 4,181 | $177.0K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 4,268 | $180.0K | 0.00% | −754−15.0% | Reduced |
| Proequities, Inc. | 4,303 | $182.0K | 0.01% | −101−2.3% | Reduced |
| CWM, LLC | 4,324 | $183.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 4,571 | $193.0K | 0.00% | +3,266+250.3% | Added |
| Point72 Hong Kong Ltd | 4,658 | $197.0K | 0.01% | +4,658 | New |
| AdvisorNet Financial, Inc | 4,884 | $206.0K | 0.01% | +202+4.3% | Added |
| Hussman Strategic Advisors, Inc. | 5,000 | $211.0K | 0.04% | −5,000−50.0% | Reduced |
| Mayflower Financial Advisors, LLC | 5,011 | $212.0K | 0.03% | −1,500−23.0% | Reduced |
| Ergoteles LLC | 5,200 | $220.0K | 0.01% | −163,961−96.9% | Reduced |
| Utah Retirement Systems | 5,600 | $237.0K | 0.00% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 5,600 | $237.0K | 0.07% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,600 | $237.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,705 | $241.0K | 0.00% | −320−5.3% | Reduced |
| Veriti Management LLC | 5,865 | $248.0K | 0.04% | +5,865 | New |
| 6 Meridian | 5,927 | $251.0K | 0.02% | −239−3.9% | Reduced |
| NTV Asset Management LLC | 6,200 | $262.0K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 6,349 | $268.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,349 | $268.0K | 0.00% | +1,115+21.3% | Added |
| Truist Financial Corp | 6,499 | $275.0K | 0.00% | −30−0.5% | Reduced |
| Chesley Taft & Associates LLC | 6,700 | $283.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,011 | $296.0K | 0.01% | +2,445+53.5% | Added |