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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 6,499 | $275.0K | 0.00% | −30−0.5% | Reduced |
| 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 |
| NTV Asset Management LLC | 6,200 | $262.0K | 0.05% | 00.0% | Unchanged |
| 6 Meridian | 5,927 | $251.0K | 0.02% | −239−3.9% | Reduced |
| Veriti Management LLC | 5,865 | $248.0K | 0.04% | +5,865 | New |
| Kestra Advisory Services, LLC | 5,705 | $241.0K | 0.00% | −320−5.3% | 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 |
| Ergoteles LLC | 5,200 | $220.0K | 0.01% | −163,961−96.9% | Reduced |
| Mayflower Financial Advisors, LLC | 5,011 | $212.0K | 0.03% | −1,500−23.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 5,000 | $211.0K | 0.04% | −5,000−50.0% | Reduced |
| AdvisorNet Financial, Inc | 4,884 | $206.0K | 0.01% | +202+4.3% | Added |
| Point72 Hong Kong Ltd | 4,658 | $197.0K | 0.01% | +4,658 | New |
| Eaton Vance Management | 4,571 | $193.0K | 0.00% | +3,266+250.3% | Added |
| CWM, LLC | 4,324 | $183.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4,303 | $182.0K | 0.01% | −101−2.3% | Reduced |
| Agf Investments Inc. | 4,268 | $180.0K | 0.00% | −754−15.0% | Reduced |
| Whittier Trust Co | 4,181 | $177.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,051 | $171.0K | 0.00% | +733+22.1% | Added |
| Allworth Financial LP | 3,966 | $168.0K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 3,130 | $132.0K | 0.10% | +100+3.3% | Added |
| Northwestern Mutual Wealth Management Co | 3,085 | $130.0K | 0.00% | +2,913+1,693.6% | Added |
| Ci Investments Inc. | 2,685 | $114.0K | 0.00% | +986+58.0% | Added |
| American Portfolios Advisors | 2,533 | $107.1K | 0.00% | +2,033+406.6% | Added |
| Beck Bode, LLC | 2,541 | $107.0K | 0.03% | −245,462−99.0% | Reduced |
| Reilly Financial Advisors, LLC | 2,426 | $103.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 2,400 | $101.0K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,391 | $101.0K | 0.00% | +2,391 | New |
| Longfellow Investment Management Co LLC | 2,141 | $91.0K | 0.01% | −2,563−54.5% | Reduced |
| 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 |
| 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 |
| Johnson Financial Group, Inc. | 1,765 | $75.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,750 | $74.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,600 | $68.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,581 | $67.0K | 0.04% | +1+0.1% | 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 |
| Meeder Asset Management Inc | 1,503 | $64.0K | 0.00% | +599+66.3% | Added |
| 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 |
| Cedar Mountain Advisors, LLC | 1,440 | $61.0K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 1,200 | $51.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,184 | $50.0K | 0.00% | +1,184 | New |
| Geneos Wealth Management Inc. | 1,165 | $49.0K | 0.00% | 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 |
| Centerpoint Advisors, LLC | 1,010 | $43.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $42.0K | 0.03% | 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 |
| Barrett Asset Management, LLC | 900 | $38.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 838 | $35.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 731 | $30.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 703 | $29.0K | 0.00% | +703 | New |
| BerganKDV Wealth Management, LLC | 630 | $27.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 600 | $25.4K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 524 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 500 | $21.0K | 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 |
| Capital Analysts, LLC | 441 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 370 | $16.0K | 0.00% | +370 | New |
| Charter Oak Capital Management, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 316 | $13.0K | 0.01% | +3+1.0% | Added |
| 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 |
| 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 |
| 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 |
| Parkside Financial Bank & Trust | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 122 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 69 | $3.00K | 0.00% | −10−12.7% | Reduced |
| Caldwell Trust Co | 50 | $2.11K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 10 | $423 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −182,017−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −67,766−100.0% | Sold out |