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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 3,997 | $56.7K | 0.00% | −225−5.3% | Reduced |
| Edentree Asset Management Ltd | 3,700 | $52.5K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 3,567 | $50.6K | 0.00% | +310+9.5% | Added |
| Comerica Bank | 3,325 | $47.2K | 0.00% | +37+1.1% | Added |
| Point72 Europe (London) LLP | 3,184 | $45.2K | 0.01% | +3,184 | New |
| Harbour Investments, Inc. | 3,108 | $44.1K | 0.00% | −366−10.5% | Reduced |
| Cape Investment Advisory, Inc. | 3,055 | $43.4K | 0.02% | +3,055 | New |
| KBC Group NV | 2,935 | $42.0K | 0.00% | +1,367+87.2% | Added |
| Tower Research Capital LLC (TRC) | 2,880 | $40.9K | 0.00% | −1,301−31.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,750 | $39.0K | 0.02% | −100−3.5% | Reduced |
| Westside Investment Management, Inc. | 2,690 | $38.2K | 0.01% | +200+8.0% | Added |
| Perkins Coie Trust Co | 2,464 | $35.0K | 0.01% | −444−15.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,333 | $33.1K | 0.00% | −3,766−61.7% | Reduced |
| MetLife Investment Management | 2,132 | $30.3K | 0.00% | −41−1.9% | Reduced |
| Gladius Capital Management LP | 2,109 | $29.9K | 0.02% | +1,841+686.9% | Added |
| Abich Financial Wealth Management LLC | 2,089 | $29.6K | 0.03% | +2,089 | New |
| Colonial Trust Advisors | 2,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,918 | $27.2K | 0.00% | −2,409−55.7% | Reduced |
| Acadian Asset Management LLC | 1,890 | $26.0K | 0.00% | +1,890 | New |
| WealthCollab, LLC | 1,691 | $24.0K | 0.02% | +1,691 | New |
| Twin Lakes Capital Management, LLC | 1,594 | $22.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,531 | $22.0K | 0.02% | −2,733−64.1% | Reduced |
| Advisory Services Network, LLC | 1,530 | $21.7K | 0.00% | −59,226−97.5% | Reduced |
| Glassman Wealth Services | 1,514 | $21.5K | 0.00% | +1,055+229.8% | Added |
| Centerpoint Advisors, LLC | 1,469 | $21.0K | 0.01% | +459+45.4% | Added |
| Private Trust Co NA | 1,435 | $20.4K | 0.00% | −36−2.4% | Reduced |
| Principal Securities, Inc. | 1,384 | $19.6K | 0.00% | +1,384 | New |
| Tucker Asset Management LLC | 1,309 | $18.6K | 0.00% | +200+18.0% | Added |
| Umb Bank N A | 1,224 | $17.4K | 0.00% | −935−43.3% | Reduced |
| Concord Wealth Partners | 1,200 | $17.0K | 0.00% | −40−3.2% | Reduced |
| Nomura Asset Management Co Ltd | 1,090 | $15.5K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $14.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 975 | $13.8K | 0.00% | +775+387.5% | Added |
| Tortoise Investment Management, LLC | 935 | $13.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 930 | $13.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 901 | $12.8K | 0.00% | −23−2.5% | Reduced |
| Loomis Sayles & Co L P | 862 | $12.0K | 0.00% | +862 | New |
| IFP Advisors, Inc | 811 | $11.5K | 0.00% | +701+637.3% | Added |
| AdvisorNet Financial, Inc | 755 | $10.7K | 0.00% | −2,110−73.6% | Reduced |
| Washington Trust Co | 750 | $10.6K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 699 | $9.92K | 0.01% | +699 | New |
| Private Wealth Management Group, LLC | 645 | $9.15K | 0.00% | +645 | New |
| Barrett & Company, Inc. | 600 | $8.51K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 679 | $8.00K | 0.00% | +494+267.0% | Added |
| Allspring Global Investments Holdings, LLC | 514 | $7.29K | 0.00% | +514 | New |
| Syntax Research, Inc. | 508 | $7.21K | 0.01% | 00.0% | Unchanged |
| 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 |
| Huntington National Bank | 435 | $6.17K | 0.00% | −250−36.5% | Reduced |
| City State Bank | 456 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 350 | $4.97K | 0.00% | +50+16.7% | Added |
| Fortitude Family Office, LLC | 294 | $4.17K | 0.00% | +294 | New |
| Red Tortoise LLC | 277 | $3.93K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 254 | $3.78K | 0.00% | +254 | New |
| Norwood Financial Corp | 250 | $3.55K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 242 | $3.43K | 0.00% | −2−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 226 | $3.34K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 223 | $3.16K | 0.00% | +107+92.2% | Added |
| TSFG, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| HHM Wealth Advisors, LLC | 200 | $2.84K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $2.84K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 198 | $2.81K | 0.00% | +53+36.6% | Added |
| Spire Wealth Management | 200 | $2.54K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 175 | $2.48K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 141 | $2.00K | 0.00% | −101−41.7% | Reduced |
| Bessemer Group Inc | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 137 | $1.95K | 0.00% | −50−26.7% | Reduced |
| 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 |
| 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 |
| Kiely Wealth Advisory Group, Inc. | 100 | $1.39K | 0.00% | +100 | New |
| Nemes Rush Group LLC | 73 | $1.03K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 73 | $1.00K | 0.00% | −479−86.8% | Reduced |
| HighMark Wealth Management LLC | 66 | $937 | 0.00% | +66 | New |
| Bank of New Hampshire | 50 | $710 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 44 | $624 | 0.00% | +21+91.3% | Added |
| Quadrant Capital Group LLC | 33 | $469 | 0.00% | +17+106.3% | Added |
| Gradient Investments LLC | 33 | $468 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $355 | 0.00% | −16−39.0% | Reduced |
| Bruce G. Allen Investments, LLC | 17 | $241 | 0.00% | +17 | New |
| Hexagon Capital Partners LLC | 13 | $185 | 0.00% | −51−79.7% | Reduced |
| SJS Investment Consulting Inc. | 9 | $128 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $57 | 0.00% | −52−92.9% | Reduced |
| MV Capital Management, Inc. | 4 | $57 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $43 | 0.00% | +3 | New |
| Signaturefd, LLC | 1 | $14 | 0.00% | −48−98.0% | Reduced |
| Tfo-TDC, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 0 | $3 | 0.00% | 0 | New |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −1,740,568−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −1,209,258−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −501,700−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −387,137−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −355,500−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −129,364−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −76,073−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −65,569−100.0% | Sold out |