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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 6,509 | $266.0K | 0.00% | +10+0.2% | Added |
| Shelton Capital Management | 6,349 | $259.0K | 0.01% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,200 | $253.0K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,676 | $232.0K | 0.03% | +5,676 | New |
| 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 |
| Utah Retirement Systems | 5,500 | $225.0K | 0.00% | −100−1.8% | Reduced |
| AlphaCrest Capital Management LLC | 5,319 | $217.0K | 0.01% | +5,319 | New |
| SG Americas Securities, LLC | 5,266 | $215.0K | 0.00% | −66,736−92.7% | Reduced |
| Mayflower Financial Advisors, LLC | 5,017 | $208.0K | 0.03% | +6+0.1% | Added |
| 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 |
| 6 Meridian | 4,938 | $202.0K | 0.02% | −989−16.7% | Reduced |
| AdvisorNet Financial, Inc | 4,885 | $199.0K | 0.01% | +10.0% | Added |
| Captrust Financial Advisors | 4,289 | $175.0K | 0.00% | +238+5.9% | Added |
| Proequities, Inc. | 4,205 | $172.0K | 0.01% | −98−2.3% | Reduced |
| Whittier Trust Co | 4,181 | $171.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,966 | $162.0K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 3,130 | $128.0K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,085 | $126.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,867 | $117.0K | 0.00% | +182+6.8% | Added |
| Reilly Financial Advisors, LLC | 2,426 | $99.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 2,400 | $98.0K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,619 | $94.0K | 0.11% | +2,619 | New |
| Harbour Investments, Inc. | 2,280 | $93.0K | 0.00% | +300+15.2% | Added |
| 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 |
| Zions Bancorporation, N.A. | 2,000 | $82.0K | 0.01% | +2,000 | New |
| 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 |
| Johnson Financial Group, Inc. | 1,765 | $72.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,702 | $69.0K | 0.01% | −48−2.7% | Reduced |
| 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 |
| 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 |
| Oakworth Capital, Inc. | 1,500 | $61.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,440 | $59.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,400 | $57.0K | 0.01% | +1,400 | New |
| Point72 Hong Kong Ltd | 1,353 | $55.0K | 0.00% | −3,305−71.0% | Reduced |
| First Bank & Trust | 1,200 | $49.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,165 | $47.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,100 | $45.0K | 0.00% | −400−26.7% | Reduced |
| 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 |
| Signaturefd, LLC | 951 | $39.0K | 0.00% | +33+3.6% | Added |
| Central Trust Co | 930 | $38.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 900 | $37.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 850 | $35.0K | 0.02% | +850 | 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 |
| Kowal Investment Group, LLC | 743 | $30.0K | 0.01% | +743 | New |
| Rockefeller Capital Management L.P. | 708 | $28.0K | 0.00% | +5+0.7% | Added |
| Lazard Asset Management LLC | 667 | $27.0K | 0.00% | −64−8.8% | Reduced |
| BerganKDV Wealth Management, LLC | 630 | $26.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 600 | $24.5K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 536 | $21.9K | 0.00% | −1,997−78.8% | Reduced |
| Hexagon Capital Partners LLC | 524 | $21.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 508 | $21.0K | 0.00% | +67+15.2% | Added |
| Sonora Investment Management, LLC | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 500 | $20.0K | 0.01% | +500 | New |
| HM Payson & Co | 464 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 475 | $19.0K | 0.00% | +3+0.6% | Added |
| 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 |
| Sageworth Trust Co | 370 | $15.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 318 | $13.0K | 0.01% | +2+0.6% | Added |
| NEXT Financial Group, Inc | 275 | $12.0K | 0.00% | +14+5.4% | Added |
| Global Retirement Partners, LLC | 268 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 236 | $10.0K | 0.00% | +236 | New |
| 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 |
| Gemmer Asset Management LLC | 178 | $7.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 127 | $6.00K | 0.00% | +5+4.1% | Added |
| 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 |
| 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 |
| Washington Trust Co | 67 | $3.00K | 0.00% | +67 | 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 |
| 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 |
| TD Private Client Wealth LLC | 10 | $408 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 12 | $0 | 0.00% | 00.0% | Unchanged |