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, Q4 2021
Institutional positions in Hawaiian Electric Industries Inc as of Dec 31, 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
- 332
- +35 vs. Q3 2021
- Shares held
- 56.6M
- −1.52M (−2.6%) vs. Q3 2021
- Total value
- $2.35B
- −$26.9M (−1.1%) vs. Q3 2021
- New holders
- 58
- 103 more added
- Sold out
- 23
- 97 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schubert & Co | 12 | $0 | 0.00% | +12 | New |
| Sutton Wealth Advisors Inc. | 16 | $664 | 0.00% | +16 | New |
| Gradient Investments LLC | 33 | $1.00K | 0.00% | −71−68.3% | Reduced |
| Lindbrook Capital, LLC | 20 | $1.00K | 0.00% | −39−66.1% | Reduced |
| TCI Wealth Advisors, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Quadrant Capital Group LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 60 | $2.00K | 0.00% | +50+500.0% | Added |
| Versant Capital Management, Inc | 63 | $3.00K | 0.00% | −50−44.2% | Reduced |
| Bell Investment Advisors, Inc | 63 | $3.00K | 0.00% | +3+5.0% | Added |
| Umb Bank N A | 62 | $3.00K | 0.00% | +62 | New |
| Sageworth Trust Co | 85 | $4.00K | 0.00% | −285−77.0% | Reduced |
| North Star Investment Management Corp. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 103 | $4.00K | 0.00% | +53+106.0% | Added |
| Bessemer Group Inc | 96 | $4.00K | 0.00% | +96 | New |
| IFP Advisors, Inc | 118 | $5.00K | 0.00% | −9−7.1% | Reduced |
| Parkside Financial Bank & Trust | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 120 | $5.00K | 0.00% | +120 | New |
| Founders Capital Management | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 133 | $6.00K | 0.00% | +133 | New |
| WFA Asset Management Corp | 200 | $7.18K | 0.00% | +200 | New |
| Earnest Partners LLC | 188 | $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 |
| TSFG, LLC | 200 | $8.00K | 0.00% | +200 | New |
| Shore Point Advisors, LLC | 200 | $8.00K | 0.01% | +200 | New |
| NEXT Financial Group, Inc | 237 | $10.0K | 0.00% | −38−13.8% | Reduced |
| CKW Financial Group | 238 | $10.0K | 0.00% | +226+1,883.3% | Added |
| Cullen/Frost Bankers, Inc. | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 277 | $11.0K | 0.00% | +99+55.6% | Added |
| Bogart Wealth, LLC | 300 | $12.0K | 0.00% | +100+50.0% | Added |
| Cornerstone Advisory, LLC | 300 | $12.0K | 0.00% | +300 | New |
| Sageworth Trust Co of South Dakota | 283 | $12.0K | 0.02% | +283 | New |
| TD Waterhouse Canada Inc. | 300 | $12.6K | 0.00% | +300 | New |
| Accel Wealth Management | 321 | $13.0K | 0.01% | +3+0.9% | Added |
| Charter Oak Capital Management, LLC | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 353 | $15.0K | 0.00% | −122−25.7% | Reduced |
| Smithfield Trust Co | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 464 | $19.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 456 | $19.0K | 0.01% | +456 | New |
| Brown, Lisle/Cummings, Inc. | 504 | $20.9K | 0.01% | +504 | New |
| Capital Analysts, LLC | 509 | $21.0K | 0.00% | +1+0.2% | Added |
| Selective Wealth Management, Inc. | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 500 | $21.0K | 0.00% | +500 | New |
| Moisand Fitzgerald Tamayo, LLC | 501 | $21.0K | 0.01% | +501 | New |
| Cassady Schiller Wealth Management, LLC | 500 | $21.0K | 0.01% | +500 | New |
| Hexagon Capital Partners LLC | 524 | $22.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 600 | $24.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 625 | $26.0K | 0.00% | −86,240−99.3% | Reduced |
| BerganKDV Wealth Management, LLC | 630 | $26.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 640 | $27.0K | 0.00% | +640 | New |
| Covington Capital Management | 670 | $28.0K | 0.00% | −430−39.1% | Reduced |
| Rockefeller Capital Management L.P. | 712 | $29.0K | 0.00% | +4+0.6% | Added |
| Covestor Ltd | 697 | $29.0K | 0.04% | +697 | New |
| AGF Investments LLC | 840 | $35.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 838 | $35.0K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 837 | $35.0K | 0.02% | +837 | New |
| Signaturefd, LLC | 863 | $36.0K | 0.00% | −88−9.3% | Reduced |
| Barrett Asset Management, LLC | 900 | $37.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 930 | $39.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,010 | $42.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $42.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,135 | $47.1K | 0.00% | +599+111.8% | Added |
| Geneos Wealth Management Inc. | 1,165 | $48.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 1,200 | $50.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,368 | $56.0K | 0.00% | +1,368 | New |
| Tompkins Financial Corp | 1,400 | $58.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,440 | $60.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,500 | $62.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,540 | $63.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,535 | $64.0K | 0.00% | +1,535 | New |
| Tradewinds Capital Management, LLC | 1,600 | $66.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,584 | $66.0K | 0.04% | +1+0.1% | Added |
| Arrow Financial Corp | 1,702 | $71.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,765 | $73.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,947 | $81.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,947 | $81.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,154 | $89.0K | 0.00% | −713−24.9% | Reduced |
| Longfellow Investment Management Co LLC | 2,141 | $89.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,286 | $94.0K | 0.00% | +1,619+242.7% | Added |
| TFC Financial Management | 2,400 | $100.0K | 0.03% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 2,426 | $101.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,620 | $109.0K | 0.04% | +2,620 | New |
| Harbour Investments, Inc. | 2,654 | $110.0K | 0.01% | +374+16.4% | Added |
| FMR LLC | 2,913 | $121.0K | 0.00% | +757+35.1% | Added |
| Point72 Hong Kong Ltd | 2,990 | $124.0K | 0.01% | +1,637+121.0% | Added |
| Regency Capital Management Inc. | 3,130 | $130.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 3,966 | $165.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,989 | $166.0K | 0.01% | −216−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,209 | $175.0K | 0.00% | +1,124+36.4% | Added |
| Captrust Financial Advisors | 4,240 | $176.0K | 0.00% | −49−1.1% | Reduced |
| Whittier Trust Co | 4,319 | $179.0K | 0.00% | +138+3.3% | Added |
| CWM, LLC | 4,324 | $179.0K | 0.00% | +4,324 | New |
| Private Advisor Group, LLC | 4,872 | $202.0K | 0.00% | +4,872 | New |
| AdvisorNet Financial, Inc | 4,887 | $203.0K | 0.01% | +20.0% | Added |
| Cerity Partners LLC | 4,926 | $204.0K | 0.00% | +4,926 | New |
| Advisor Partners LLC | 4,955 | $206.0K | 0.01% | +4,955 | New |
| Hussman Strategic Advisors, Inc. | 5,000 | $207.0K | 0.05% | 00.0% | Unchanged |