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 2022
Institutional positions in Hawaiian Electric Industries Inc as of Dec 31, 2022. 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
- 322
- +2 vs. Q3 2022
- Shares held
- 60.1M
- +1.59M (+2.7%) vs. Q3 2022
- Total value
- $2.52B
- +$484.1M (+23.8%) vs. Q3 2022
- New holders
- 41
- 121 more added
- Sold out
- 39
- 92 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 4 | $0 | 0.00% | +4 | New |
| GWM Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 7 | $293 | 0.00% | +7 | New |
| Disciplined Investments, LLC | 15 | $628 | 0.00% | −3−16.7% | Reduced |
| Schubert & Co | 17 | $711 | 0.00% | −4−19.0% | Reduced |
| Baker Avenue Asset Management, LP | 18 | $753 | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $795 | 0.00% | +8+72.7% | Added |
| Massmutual Trust Co FSB | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 33 | $1.38K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 37 | $1.55K | 0.00% | −971−96.3% | Reduced |
| Pflug Koory, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 50 | $2.09K | 0.00% | +50 | New |
| New England Capital Financial Advisors LLC | 53 | $2.15K | 0.00% | +53 | New |
| JFS Wealth Advisors, LLC | 56 | $2.34K | 0.00% | +10+21.7% | Added |
| Versant Capital Management, Inc | 63 | $2.64K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 45 | $3.41K | 0.00% | +45 | New |
| Hexagon Capital Partners LLC | 85 | $3.56K | 0.00% | −282−76.8% | Reduced |
| Norway Savings Bank | 93 | $3.89K | 0.00% | +93 | New |
| Bessemer Group Inc | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $4.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $4.23K | 0.00% | +71+236.7% | Added |
| Beaird Harris Wealth Management, LLC | 107 | $4.48K | 0.00% | +107 | New |
| Parkside Financial Bank & Trust | 113 | $4.73K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 137 | $5.73K | 0.00% | −4−2.8% | Reduced |
| Denali Advisors LLC | 138 | $5.78K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 158 | $6.62K | 0.00% | −65−29.1% | Reduced |
| Earnest Partners LLC | 188 | $7.87K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 202 | $8.00K | 0.00% | +2+1.0% | Added |
| CKW Financial Group | 238 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 255 | $10.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 276 | $11.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 883 | $12.0K | 0.00% | +750+563.9% | Added |
| Bogart Wealth, LLC | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 309 | $13.0K | 0.00% | +309 | New |
| Accel Wealth Management | 332 | $13.9K | 0.01% | +3+0.9% | Added |
| Lindbrook Capital, LLC | 341 | $14.3K | 0.00% | +307+902.9% | Added |
| Smithfield Trust Co | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $16.7K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 412 | $17.2K | 0.01% | +20+5.1% | Added |
| City State Bank | 456 | $19.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 464 | $19.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 475 | $19.9K | 0.00% | +475 | New |
| South State Corp. | 500 | $20.9K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $20.9K | 0.01% | +500 | New |
| Tompkins Financial Corp | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 504 | $21.1K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 518 | $21.7K | 0.00% | +4+0.8% | Added |
| DT Investment Partners, LLC | 520 | $21.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 531 | $22.0K | 0.00% | +5+1.0% | Added |
| IFP Advisors, Inc | 612 | $25.0K | 0.00% | −26−4.1% | Reduced |
| Assetmark, Inc | 625 | $26.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 733 | $30.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 750 | $31.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 840 | $35.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 840 | $35.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 885 | $37.0K | 0.00% | +844+2,058.5% | Added |
| Central Trust Co | 930 | $38.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 930 | $38.9K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $41.9K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,010 | $42.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,008 | $42.2K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,026 | $43.0K | 0.00% | −117−10.2% | Reduced |
| Tortoise Investment Management, LLC | 1,050 | $43.9K | 0.01% | −537−33.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,090 | $45.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,482 | $52.0K | 0.00% | +703+90.2% | Added |
| Rockefeller Capital Management L.P. | 1,439 | $59.0K | 0.00% | +219+18.0% | Added |
| Cedar Mountain Advisors, LLC | 1,440 | $60.3K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,442 | $60.3K | 0.02% | +198+15.9% | Added |
| Oakworth Capital, Inc. | 1,500 | $62.8K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,495 | $63.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,591 | $66.6K | 0.05% | +2+0.1% | Added |
| Acadian Asset Management LLC | 1,672 | $69.0K | 0.00% | −72,231−97.7% | Reduced |
| Signaturefd, LLC | 1,720 | $72.0K | 0.00% | +650+60.7% | Added |
| Johnson Financial Group, Inc. | 1,765 | $73.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,000 | $83.7K | 0.01% | +2,000 | New |
| Quadrant Capital Group LLC | 2,183 | $91.4K | 0.01% | +2,063+1,719.2% | Added |
| TFC Financial Management | 2,420 | $101.3K | 0.03% | +20+0.8% | Added |
| Advisory Services Network, LLC | 2,437 | $102.0K | 0.00% | +2,437 | New |
| Westside Investment Management, Inc. | 2,665 | $111.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,798 | $117.0K | 0.00% | −12,839−82.1% | Reduced |
| Counterpoint Mutual Funds LLC | 3,192 | $133.6K | 0.14% | +3,192 | New |
| Proequities, Inc. | 3,228 | $135.1K | 0.01% | +3+0.1% | Added |
| Harbour Investments, Inc. | 3,274 | $137.0K | 0.01% | −37−1.1% | Reduced |
| AdvisorNet Financial, Inc | 3,884 | $162.5K | 0.02% | +20+0.5% | Added |
| Whittier Trust Co | 3,997 | $167.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,084 | $170.9K | 0.00% | +115+2.9% | Added |
| Covestor Ltd | 4,224 | $177.0K | 0.14% | +921+27.9% | Added |
| CWM, LLC | 4,560 | $191.0K | 0.00% | +44+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 4,674 | $195.6K | 0.00% | +33+0.7% | Added |
| IFM Investors Pty Ltd | 4,915 | $205.7K | 0.00% | −8,009−62.0% | Reduced |
| Wade G W & Inc | 5,006 | $210.0K | 0.01% | +5,006 | New |
| Creative Capital Management Investments LLC | 5,183 | $217.0K | 0.19% | +5,183 | New |
| US Bancorp | 5,192 | $217.3K | 0.00% | +398+8.3% | Added |
| Cerity Partners LLC | 5,273 | $220.3K | 0.00% | +5,273 | New |
| Argent Trust Co | 5,283 | $221.1K | 0.01% | +5,283 | New |
| Penn Capital Management Co Inc | 5,294 | $221.6K | 0.02% | −10,153−65.7% | Reduced |
| Advisor Partners II, LLC | 5,333 | $223.2K | 0.01% | +5,333 | New |