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, Q3 2021
Institutional positions in Hawaiian Electric Industries Inc as of Sep 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
- 301
- +6 vs. Q2 2021
- Shares held
- 58.1M
- +62.5K (+0.1%) vs. Q2 2021
- Total value
- $2.38B
- −$79.1M (−3.2%) vs. Q2 2021
- New holders
- 27
- 98 more added
- Sold out
- 21
- 97 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CKW Financial Group | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $408 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 48 | $1.00K | 0.00% | +48 | New |
| Focused Wealth Management, Inc | 20 | $1.00K | 0.00% | +20 | New |
| Quadrant Capital Group LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 50 | $2.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 60 | $2.00K | 0.00% | +60 | New |
| Washington Trust Co | 67 | $3.00K | 0.00% | +67 | New |
| North Star Investment Management Corp. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 104 | $4.00K | 0.00% | +71+215.2% | Added |
| Meridian Wealth Partners, LLC | 106 | $4.00K | 0.00% | +106 | New |
| Parkside Financial Bank & Trust | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 113 | $5.00K | 0.00% | +44+63.8% | Added |
| Founders Capital Management | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 127 | $6.00K | 0.00% | +5+4.1% | Added |
| Gemmer Asset Management LLC | 178 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 198 | $8.00K | 0.00% | −52−20.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $8.00K | 0.00% | −56−21.9% | Reduced |
| Earnest Partners LLC | 188 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 190 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 201 | $8.00K | 0.00% | +52+34.9% | Added |
| Cullen/Frost Bankers, Inc. | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 236 | $10.0K | 0.00% | +236 | New |
| Global Retirement Partners, LLC | 268 | $11.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 275 | $12.0K | 0.00% | +14+5.4% | Added |
| Accel Wealth Management | 318 | $13.0K | 0.01% | +2+0.6% | Added |
| Charter Oak Capital Management, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 370 | $15.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 4,782 | $16.0K | 0.00% | +211+4.6% | Added |
| Smithfield Trust Co | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 464 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 475 | $19.0K | 0.00% | +3+0.6% | Added |
| Sonora Investment Management, LLC | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 500 | $20.0K | 0.01% | +500 | New |
| Hexagon Capital Partners LLC | 524 | $21.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 508 | $21.0K | 0.00% | +67+15.2% | Added |
| American Portfolios Advisors | 536 | $21.9K | 0.00% | −1,997−78.8% | Reduced |
| Baron Financial Group, LLC | 600 | $24.5K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 630 | $26.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 667 | $27.0K | 0.00% | −64−8.8% | Reduced |
| Rockefeller Capital Management L.P. | 708 | $28.0K | 0.00% | +5+0.7% | Added |
| Kowal Investment Group, LLC | 743 | $30.0K | 0.01% | +743 | New |
| AGF Investments LLC | 840 | $34.0K | 0.00% | −13,256−94.0% | Reduced |
| BDO Wealth Advisors, LLC | 838 | $34.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 850 | $35.0K | 0.02% | +850 | New |
| Barrett Asset Management, LLC | 900 | $37.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 930 | $38.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 951 | $39.0K | 0.00% | +33+3.6% | Added |
| Centerpoint Advisors, LLC | 1,010 | $41.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $41.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 1,100 | $45.0K | 0.00% | −400−26.7% | Reduced |
| Geneos Wealth Management Inc. | 1,165 | $47.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 1,200 | $49.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,353 | $55.0K | 0.00% | −3,305−71.0% | Reduced |
| Tompkins Financial Corp | 1,400 | $57.0K | 0.01% | +1,400 | New |
| Cedar Mountain Advisors, LLC | 1,440 | $59.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,500 | $61.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,514 | $62.0K | 0.00% | −877−36.7% | Reduced |
| Westside Investment Management, Inc. | 1,540 | $62.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,524 | $62.0K | 0.00% | +21+1.4% | Added |
| Tradewinds Capital Management, LLC | 1,600 | $65.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,583 | $65.0K | 0.04% | +2+0.1% | Added |
| Arrow Financial Corp | 1,702 | $69.0K | 0.01% | −48−2.7% | Reduced |
| Johnson Financial Group, Inc. | 1,765 | $72.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,938 | $79.0K | 0.00% | −5,073−72.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,947 | $79.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,947 | $79.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,000 | $82.0K | 0.01% | +2,000 | New |
| Longfellow Investment Management Co LLC | 2,141 | $88.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,156 | $88.0K | 0.00% | +160+8.0% | Added |
| Harbour Investments, Inc. | 2,280 | $93.0K | 0.00% | +300+15.2% | Added |
| Neo Ivy Capital Management | 2,619 | $94.0K | 0.11% | +2,619 | New |
| TFC Financial Management | 2,400 | $98.0K | 0.03% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 2,426 | $99.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,867 | $117.0K | 0.00% | +182+6.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,085 | $126.0K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 3,130 | $128.0K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 3,966 | $162.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4,181 | $171.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4,205 | $172.0K | 0.01% | −98−2.3% | Reduced |
| Captrust Financial Advisors | 4,289 | $175.0K | 0.00% | +238+5.9% | Added |
| AdvisorNet Financial, Inc | 4,885 | $199.0K | 0.01% | +10.0% | Added |
| 6 Meridian | 4,938 | $202.0K | 0.02% | −989−16.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 5,000 | $204.0K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,002 | $204.0K | 0.04% | +5,002 | New |
| Mayflower Financial Advisors, LLC | 5,017 | $208.0K | 0.03% | +6+0.1% | Added |
| SG Americas Securities, LLC | 5,266 | $215.0K | 0.00% | −66,736−92.7% | Reduced |
| AlphaCrest Capital Management LLC | 5,319 | $217.0K | 0.01% | +5,319 | New |
| Utah Retirement Systems | 5,500 | $225.0K | 0.00% | −100−1.8% | Reduced |
| GSB Wealth Management, LLC | 5,600 | $229.0K | 0.12% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,600 | $229.0K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,676 | $232.0K | 0.03% | +5,676 | New |
| NTV Asset Management LLC | 6,200 | $253.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 6,349 | $259.0K | 0.01% | 00.0% | Unchanged |