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 2023
Institutional positions in Hawaiian Electric Industries Inc as of Dec 31, 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
- 292
- +19 vs. Q3 2023
- Shares held
- 66.0M
- +1.85M (+2.9%) vs. Q3 2023
- Total value
- $936.2M
- +$146.2M (+18.5%) vs. Q3 2023
- New holders
- 61
- 90 more added
- Sold out
- 42
- 102 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ORG Partners LLC | 0 | $3 | 0.00% | 0 | New |
| Signaturefd, LLC | 1 | $14 | 0.00% | −48−98.0% | Reduced |
| Tfo-TDC, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $43 | 0.00% | +3 | New |
| Quent Capital, LLC | 4 | $57 | 0.00% | −52−92.9% | Reduced |
| MV Capital Management, Inc. | 4 | $57 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 9 | $128 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 13 | $185 | 0.00% | −51−79.7% | Reduced |
| Bruce G. Allen Investments, LLC | 17 | $241 | 0.00% | +17 | New |
| Versant Capital Management, Inc | 25 | $355 | 0.00% | −16−39.0% | Reduced |
| Gradient Investments LLC | 33 | $468 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 33 | $469 | 0.00% | +17+106.3% | Added |
| Farther Finance Advisors, LLC | 44 | $624 | 0.00% | +21+91.3% | Added |
| Bank of New Hampshire | 50 | $710 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 66 | $937 | 0.00% | +66 | New |
| Capital Analysts, LLC | 73 | $1.00K | 0.00% | −479−86.8% | Reduced |
| Nemes Rush Group LLC | 73 | $1.03K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 100 | $1.39K | 0.00% | +100 | New |
| Equitec Proprietary Markets, LLC | 100 | $1.42K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $1.42K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 100 | $1.42K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 101 | $1.43K | 0.00% | −442−81.4% | Reduced |
| Kelly Financial Services LLC | 101 | $1.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 137 | $1.95K | 0.00% | −50−26.7% | Reduced |
| Capital Advisors, Ltd. LLC | 141 | $2.00K | 0.00% | −101−41.7% | Reduced |
| Bessemer Group Inc | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 175 | $2.48K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $2.54K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 198 | $2.81K | 0.00% | +53+36.6% | Added |
| HHM Wealth Advisors, LLC | 200 | $2.84K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $2.84K | 0.00% | +200 | New |
| TSFG, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 223 | $3.16K | 0.00% | +107+92.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 226 | $3.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 242 | $3.43K | 0.00% | −2−0.8% | Reduced |
| Norwood Financial Corp | 250 | $3.55K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 254 | $3.78K | 0.00% | +254 | New |
| Red Tortoise LLC | 277 | $3.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 294 | $4.17K | 0.00% | +294 | New |
| Bogart Wealth, LLC | 350 | $4.97K | 0.00% | +50+16.7% | Added |
| City State Bank | 456 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 435 | $6.17K | 0.00% | −250−36.5% | Reduced |
| GWM Advisors LLC | 500 | $7.09K | 0.00% | −1−0.2% | Reduced |
| Geneos Wealth Management Inc. | 500 | $7.09K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $7.09K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 508 | $7.21K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 514 | $7.29K | 0.00% | +514 | New |
| Ronald Blue Trust, Inc. | 679 | $8.00K | 0.00% | +494+267.0% | Added |
| Barrett & Company, Inc. | 600 | $8.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 645 | $9.15K | 0.00% | +645 | New |
| Tidemark, LLC | 699 | $9.92K | 0.01% | +699 | New |
| Washington Trust Co | 750 | $10.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 755 | $10.7K | 0.00% | −2,110−73.6% | Reduced |
| IFP Advisors, Inc | 811 | $11.5K | 0.00% | +701+637.3% | Added |
| Loomis Sayles & Co L P | 862 | $12.0K | 0.00% | +862 | New |
| American International Group, Inc. | 901 | $12.8K | 0.00% | −23−2.5% | Reduced |
| Central Trust Co | 930 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 935 | $13.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 975 | $13.8K | 0.00% | +775+387.5% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $14.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,090 | $15.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,200 | $17.0K | 0.00% | −40−3.2% | Reduced |
| Umb Bank N A | 1,224 | $17.4K | 0.00% | −935−43.3% | Reduced |
| Tucker Asset Management LLC | 1,309 | $18.6K | 0.00% | +200+18.0% | Added |
| Principal Securities, Inc. | 1,384 | $19.6K | 0.00% | +1,384 | New |
| Private Trust Co NA | 1,435 | $20.4K | 0.00% | −36−2.4% | Reduced |
| Centerpoint Advisors, LLC | 1,469 | $21.0K | 0.01% | +459+45.4% | Added |
| Glassman Wealth Services | 1,514 | $21.5K | 0.00% | +1,055+229.8% | Added |
| Advisory Services Network, LLC | 1,530 | $21.7K | 0.00% | −59,226−97.5% | Reduced |
| Covestor Ltd | 1,531 | $22.0K | 0.02% | −2,733−64.1% | Reduced |
| Twin Lakes Capital Management, LLC | 1,594 | $22.6K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,691 | $24.0K | 0.02% | +1,691 | New |
| Acadian Asset Management LLC | 1,890 | $26.0K | 0.00% | +1,890 | New |
| US Bancorp | 1,918 | $27.2K | 0.00% | −2,409−55.7% | Reduced |
| Colonial Trust Advisors | 2,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 2,089 | $29.6K | 0.03% | +2,089 | New |
| Gladius Capital Management LP | 2,109 | $29.9K | 0.02% | +1,841+686.9% | Added |
| MetLife Investment Management | 2,132 | $30.3K | 0.00% | −41−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,333 | $33.1K | 0.00% | −3,766−61.7% | Reduced |
| Perkins Coie Trust Co | 2,464 | $35.0K | 0.01% | −444−15.3% | Reduced |
| Westside Investment Management, Inc. | 2,690 | $38.2K | 0.01% | +200+8.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,750 | $39.0K | 0.02% | −100−3.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,880 | $40.9K | 0.00% | −1,301−31.1% | Reduced |
| KBC Group NV | 2,935 | $42.0K | 0.00% | +1,367+87.2% | Added |
| Cape Investment Advisory, Inc. | 3,055 | $43.4K | 0.02% | +3,055 | New |
| Harbour Investments, Inc. | 3,108 | $44.1K | 0.00% | −366−10.5% | Reduced |
| Point72 Europe (London) LLP | 3,184 | $45.2K | 0.01% | +3,184 | New |
| Comerica Bank | 3,325 | $47.2K | 0.00% | +37+1.1% | Added |
| Proequities, Inc. | 3,567 | $50.6K | 0.00% | +310+9.5% | Added |
| Edentree Asset Management Ltd | 3,700 | $52.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,997 | $56.7K | 0.00% | −225−5.3% | Reduced |
| GAMMA Investing LLC | 5,134 | $66.6K | 0.02% | +5,134 | New |
| Quarry LP | 4,978 | $70.6K | 0.04% | +203+4.3% | Added |
| Centiva Capital, LP | 5,500 | $78.0K | 0.00% | −36,733−87.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,900 | $83.7K | 0.04% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,288 | $103.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8,341 | $118.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 10,109 | $143.3K | 0.00% | +723+7.7% | Added |
| Vestcor Inc | 10,305 | $146.0K | 0.00% | +10,305 | New |