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 2023
Institutional positions in Hawaiian Electric Industries Inc as of Jun 30, 2023. 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
- −7 vs. Q1 2023
- Shares held
- 59.6M
- +514.6K (+0.9%) vs. Q1 2023
- Total value
- $2.16B
- −$111.3M (−4.9%) vs. Q1 2023
- New holders
- 27
- 103 more added
- Sold out
- 34
- 118 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ORG Partners LLC | 0 | $10 | 0.00% | 0 | New |
| GWM Advisors LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $290 | 0.00% | +8 | New |
| Baker Avenue Asset Management, LP | 12 | $434 | 0.00% | −6−33.3% | Reduced |
| Disciplined Investments, LLC | 15 | $543 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $543 | 0.00% | +1+7.1% | Added |
| Versant Capital Management, Inc | 25 | $905 | 0.00% | −5−16.7% | Reduced |
| BerganKDV Wealth Management, LLC | 37 | $1.34K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $1.52K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 49 | $1.77K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 54 | $1.94K | 0.00% | +1+1.9% | Added |
| Glassman Wealth Services | 62 | $2.24K | 0.00% | +62 | New |
| Nemes Rush Group LLC | 71 | $2.56K | 0.00% | +71 | New |
| Denali Advisors LLC | 71 | $2.57K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 97 | $3.51K | 0.00% | +56+136.6% | Added |
| North Star Investment Management Corp. | 100 | $3.62K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 102 | $3.69K | 0.00% | +27+36.0% | Added |
| Gradient Investments LLC | 103 | $3.73K | 0.00% | +70+212.1% | Added |
| IFP Advisors, Inc | 110 | $3.74K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 130 | $4.71K | 0.00% | +17+15.0% | Added |
| Ronald Blue Trust, Inc. | 127 | $5.00K | 0.00% | −2,194−94.5% | Reduced |
| Founders Capital Management | 150 | $5.43K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 157 | $5.68K | 0.00% | +93+145.3% | Added |
| Gladius Capital Management LP | 163 | $5.90K | 0.00% | −141−46.4% | Reduced |
| Strengthening Families & Communities, LLC | 175 | $6.00K | 0.00% | −29−14.2% | Reduced |
| Loomis Sayles & Co L P | 158 | $6.00K | 0.00% | +110+229.2% | Added |
| Earnest Partners LLC | 188 | $6.81K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 183 | $7.00K | 0.00% | +85+86.7% | Added |
| Spire Wealth Management | 200 | $7.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 237 | $8.58K | 0.00% | +93+64.6% | Added |
| CKW Financial Group | 238 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 261 | $9.45K | 0.00% | −4,100−94.0% | Reduced |
| WealthPLAN Partners, LLC | 265 | $9.61K | 0.00% | +2+0.8% | Added |
| Bogart Wealth, LLC | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 305 | $11.0K | 0.00% | −155−33.7% | Reduced |
| V-Square Quantitative Management LLC | 307 | $11.1K | 0.01% | +307 | New |
| Capital Advisors, Ltd. LLC | 342 | $12.0K | 0.00% | +23+7.2% | Added |
| Smithfield Trust Co | 370 | $13.0K | 0.00% | −30−7.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 400 | $14.5K | 0.01% | −104−20.6% | Reduced |
| Optimum Investment Advisors | 400 | $14.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 400 | $14.5K | 0.00% | +400 | New |
| Webster Bank, N. A. | 426 | $15.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 464 | $16.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 456 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 500 | $18.1K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $18.1K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 528 | $19.1K | 0.00% | +5+1.0% | Added |
| DT Investment Partners, LLC | 520 | $19.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 536 | $20.0K | 0.00% | +4+0.8% | Added |
| Fifth Third Bancorp | 559 | $20.2K | 0.00% | +26+4.9% | Added |
| Assetmark, Inc | 625 | $22.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 675 | $24.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 733 | $26.5K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 746 | $27.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 750 | $27.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 770 | $27.9K | 0.01% | 00.0% | Unchanged |
| Prostatis Group LLC | 29,431 | $29.4K | 0.01% | +29,431 | New |
| Central Trust Co | 930 | $33.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 930 | $33.7K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 935 | $33.8K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 952 | $34.0K | 0.00% | +952 | New |
| Hussman Strategic Advisors, Inc. | 1,000 | $36.2K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,008 | $36.5K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,010 | $37.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,057 | $38.0K | 0.00% | −57−5.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,090 | $39.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,240 | $44.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,440 | $52.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,500 | $54.3K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,594 | $57.7K | 0.04% | +2+0.1% | Added |
| Acadian Asset Management LLC | 1,672 | $60.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,729 | $62.6K | 0.01% | +37+2.2% | Added |
| Signaturefd, LLC | 1,775 | $64.3K | 0.00% | −139−7.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,947 | $70.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,000 | $72.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,310 | $83.6K | 0.00% | +34+1.5% | Added |
| Westside Investment Management, Inc. | 2,665 | $96.5K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 3,262 | $118.1K | 0.01% | +32+1.0% | Added |
| Buck Wealth Strategies, LLC | 3,480 | $126.0K | 0.05% | +14+0.4% | Added |
| Harbour Investments, Inc. | 3,493 | $126.4K | 0.01% | +19+0.5% | Added |
| Covestor Ltd | 3,558 | $129.0K | 0.10% | +660+22.8% | Added |
| AdvisorNet Financial, Inc | 3,884 | $140.6K | 0.01% | +5+0.1% | Added |
| Whittier Trust Co | 3,997 | $144.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,288 | $155.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 4,982 | $180.0K | 0.00% | +404+8.8% | Added |
| Northwestern Mutual Wealth Management Co | 5,279 | $191.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,542 | $200.6K | 0.00% | −467−7.8% | Reduced |
| RSM US Wealth Management LLC | 5,543 | $200.7K | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,616 | $203.3K | 0.02% | +16+0.3% | Added |
| Utah Retirement Systems | 5,800 | $210.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,900 | $213.6K | 0.11% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,200 | $224.4K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 6,215 | $225.0K | 0.00% | +1,009+19.4% | Added |
| Liberty Wealth Management LLC | 6,323 | $228.9K | 0.06% | +60+1.0% | Added |
| ProShare Advisors LLC | 6,401 | $231.7K | 0.00% | −111−1.7% | Reduced |
| First Affirmative Financial Network | 6,419 | $232.4K | 0.23% | +240+3.9% | Added |
| Verition Fund Management LLC | 6,420 | $232.4K | 0.00% | +6,420 | New |