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, Q1 2024
Institutional positions in Hawaiian Electric Industries Inc as of Mar 31, 2024. 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
- 295
- +5 vs. Q4 2023
- Shares held
- 64.5M
- −1.43M (−2.2%) vs. Q4 2023
- Total value
- $723.8M
- −$211.8M (−22.6%) vs. Q4 2023
- New holders
- 49
- 89 more added
- Sold out
- 44
- 101 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $45 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $102 | 0.00% | +6+200.0% | Added |
| SJS Investment Consulting Inc. | 13 | $147 | 0.00% | +4+44.4% | Added |
| MV Capital Management, Inc. | 14 | $158 | 0.00% | +10+250.0% | Added |
| Bruce G. Allen Investments, LLC | 17 | $192 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $282 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $294 | 0.00% | +26 | New |
| Farther Finance Advisors, LLC | 44 | $488 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $564 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 60 | $627 | 0.00% | +60 | New |
| HighMark Wealth Management LLC | 66 | $744 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 73 | $821 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 101 | $1.14K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 101 | $1.14K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 138 | $1.53K | 0.00% | +138 | New |
| Parkside Financial Bank & Trust | 137 | $1.54K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 140 | $1.58K | 0.00% | +140 | New |
| TSFG, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 200 | $2.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 198 | $2.23K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $2.25K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $2.25K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $2.25K | 0.00% | +200 | New |
| Spire Wealth Management | 202 | $2.28K | 0.00% | +2+1.0% | Added |
| Bell Investment Advisors, Inc | 204 | $2.30K | 0.00% | −38−15.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 226 | $2.55K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 226 | $2.55K | 0.00% | −1,465−86.6% | Reduced |
| Norwood Financial Corp | 250 | $2.82K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 250 | $2.82K | 0.00% | −100−28.6% | Reduced |
| Old Point Trust & Financial Services N A | 250 | $2.82K | 0.00% | +250 | New |
| Red Tortoise LLC | 277 | $3.12K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 305 | $3.44K | 0.00% | +305 | New |
| Venturi Wealth Management, LLC | 327 | $3.69K | 0.00% | +327 | New |
| Trust Co of Vermont | 328 | $3.70K | 0.00% | +328 | New |
| Huntington National Bank | 435 | $4.90K | 0.00% | 00.0% | Unchanged |
| City State Bank | 456 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 513 | $5.05K | 0.00% | +290+130.0% | Added |
| GWM Advisors LLC | 500 | $5.63K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $5.63K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $5.63K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 508 | $5.73K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 571 | $6.44K | 0.00% | +571 | New |
| Barrett & Company, Inc. | 600 | $6.76K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 679 | $6.95K | 0.00% | +679 | New |
| Benjamin F. Edwards & Company, Inc. | 635 | $7.00K | 0.00% | +635 | New |
| Private Wealth Management Group, LLC | 645 | $7.27K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 699 | $7.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 741 | $8.00K | 0.00% | +600+425.5% | Added |
| Washington Trust Co | 750 | $8.45K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 775 | $8.73K | 0.00% | −200−20.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 861 | $9.70K | 0.00% | +861 | New |
| American International Group, Inc. | 902 | $10.2K | 0.00% | +1+0.1% | Added |
| Central Trust Co | 930 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 935 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $11.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,050 | $11.8K | 0.01% | +1,050 | New |
| Fifth Third Bancorp | 1,100 | $12.4K | 0.00% | +1,100 | New |
| Umb Bank N A | 1,224 | $13.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,240 | $14.0K | 0.00% | +40+3.3% | Added |
| Allspring Global Investments Holdings, LLC | 1,275 | $14.4K | 0.00% | +761+148.1% | Added |
| Quadrant Capital Group LLC | 1,311 | $14.8K | 0.00% | +1,278+3,872.7% | Added |
| Principal Securities, Inc. | 1,384 | $15.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,435 | $16.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,445 | $16.3K | 0.01% | +1,445 | New |
| Centerpoint Advisors, LLC | 1,469 | $17.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,554 | $17.5K | 0.00% | +1,554 | New |
| Lindbrook Capital, LLC | 1,575 | $17.8K | 0.00% | +1,575 | New |
| Twin Lakes Capital Management, LLC | 1,594 | $18.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,631 | $18.4K | 0.00% | −702−30.1% | Reduced |
| Tucker Asset Management LLC | 1,638 | $18.5K | 0.00% | +329+25.1% | Added |
| Covestor Ltd | 1,614 | $19.0K | 0.01% | +83+5.4% | Added |
| CIBC Private Wealth Group, LLC | 1,724 | $19.1K | 0.00% | +1,724 | New |
| MetLife Investment Management | 2,137 | $24.1K | 0.00% | +5+0.2% | Added |
| Point72 Hong Kong Ltd | 2,287 | $25.8K | 0.00% | +2,287 | New |
| Harbour Investments, Inc. | 2,350 | $26.5K | 0.00% | −758−24.4% | Reduced |
| Cape Investment Advisory, Inc. | 2,486 | $28.0K | 0.01% | −569−18.6% | Reduced |
| Westside Investment Management, Inc. | 2,490 | $28.1K | 0.01% | −200−7.4% | Reduced |
| New Covenant Trust Company, N.A. | 2,843 | $32.0K | 0.03% | +2,843 | New |
| KBC Group NV | 2,935 | $33.0K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 3,226 | $36.4K | 0.03% | +1,137+54.4% | Added |
| Comerica Bank | 3,313 | $37.3K | 0.00% | −12−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 3,500 | $39.4K | 0.00% | +2,410+221.1% | Added |
| Proequities, Inc. | 3,598 | $40.6K | 0.00% | +31+0.9% | Added |
| Whittier Trust Co | 3,859 | $43.5K | 0.00% | −138−3.5% | Reduced |
| GAMMA Investing LLC | 5,232 | $59.0K | 0.01% | +98+1.9% | Added |
| Caldwell Sutter Capital, Inc. | 5,900 | $66.5K | 0.03% | 00.0% | Unchanged |
| Caption Management, LLC | 6,000 | $67.6K | 0.01% | +6,000 | New |
| Signaturefd, LLC | 6,451 | $72.7K | 0.00% | +6,450+645,000.0% | Added |
| Quarry LP | 6,726 | $75.8K | 0.03% | +1,748+35.1% | Added |
| State of Alaska, Department of Revenue | 7,288 | $82.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 7,464 | $84.1K | 0.01% | +7,464 | New |
| Newbridge Financial Services Group, Inc. | 7,500 | $84.5K | 0.04% | +4,750+172.7% | Added |
| Global Retirement Partners, LLC | 8,801 | $99.2K | 0.00% | −4,298−32.8% | Reduced |
| US Bancorp | 8,934 | $100.7K | 0.00% | +7,016+365.8% | Added |