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 2024
Institutional positions in Hawaiian Electric Industries Inc as of Jun 30, 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
- 278
- −13 vs. Q1 2024
- Shares held
- 71.0M
- +6.65M (+10.3%) vs. Q1 2024
- Total value
- $642.5M
- −$79.8M (−11.1%) vs. Q1 2024
- New holders
- 41
- 105 more added
- Sold out
- 54
- 76 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Hawaiian Electric Industries Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ORG Partners LLC | 0 | $2 | 0.00% | 0 | New |
| MV Capital Management, Inc. | 14 | $127 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 41 | $370 | 0.00% | +41 | New |
| Bank of New Hampshire | 50 | $451 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 66 | $595 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 73 | $657 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 41 | $686 | 0.00% | +41 | New |
| Bell Investment Advisors, Inc | 90 | $812 | 0.00% | −114−55.9% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $902 | 0.00% | −14,700−99.3% | Reduced |
| Equitec Proprietary Markets, LLC | 100 | $902 | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $902 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 100 | $902 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $902 | 0.00% | +100 | New |
| Moisand Fitzgerald Tamayo, LLC | 101 | $911 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 101 | $911 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 121 | $1.00K | 0.00% | −620−83.7% | Reduced |
| Capital Analysts, LLC | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 162 | $1.00K | 0.00% | +162 | New |
| Principal Securities, Inc. | 114 | $1.03K | 0.00% | −1,270−91.8% | Reduced |
| Central Pacific Bank - Trust Division | 138 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 150 | $1.35K | 0.00% | −100−40.0% | Reduced |
| Smartleaf Asset Management LLC | 161 | $1.45K | 0.00% | +161 | New |
| Massmutual Trust Co FSB | 161 | $1.45K | 0.00% | −37−18.7% | Reduced |
| New Millennium Group LLC | 175 | $1.58K | 0.00% | +175 | New |
| Kiely Wealth Advisory Group, Inc. | 100 | $1.60K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 190 | $1.71K | 0.00% | +53+38.7% | Added |
| Spire Wealth Management | 200 | $1.80K | 0.00% | −2−1.0% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $1.80K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $1.80K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 200 | $1.80K | 0.00% | +200 | New |
| Farther Finance Advisors, LLC | 232 | $1.90K | 0.00% | +188+427.3% | Added |
| TSFG, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 226 | $2.04K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 132 | $2.21K | 0.00% | +72+120.0% | Added |
| Wetzel Investment Advisors, Inc. | 200 | $2.25K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 258 | $2.33K | 0.00% | −1,296−83.4% | Reduced |
| AdvisorNet Financial, Inc | 300 | $2.71K | 0.00% | +300 | New |
| Trust Co of Vermont | 328 | $2.96K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 338 | $3.04K | 0.00% | +338 | New |
| Cypress Capital, LLC | 450 | $4.06K | 0.00% | +450 | New |
| City State Bank | 456 | $4.11K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 491 | $4.43K | 0.00% | +265+117.3% | Added |
| GWM Advisors LLC | 500 | $4.51K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $4.51K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $4.51K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 508 | $4.58K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 451 | $5.08K | 0.00% | +451 | New |
| Barrett & Company, Inc. | 600 | $5.41K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 636 | $5.74K | 0.00% | +636 | New |
| Benjamin F. Edwards & Company, Inc. | 635 | $6.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 679 | $6.13K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 699 | $6.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 750 | $6.76K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 770 | $7.00K | 0.00% | −844−52.3% | Reduced |
| Quent Capital, LLC | 787 | $7.10K | 0.00% | +783+19,575.0% | Added |
| Versant Capital Management, Inc | 840 | $7.58K | 0.00% | +815+3,260.0% | Added |
| Cullen/Frost Bankers, Inc. | 861 | $7.77K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 700 | $7.89K | 0.00% | +700 | New |
| Central Trust Co | 930 | $8.39K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 935 | $8.43K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 943 | $8.51K | 0.00% | −332−26.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $9.02K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,033 | $9.32K | 0.00% | −402−28.0% | Reduced |
| Richardson Financial Services Inc. | 1,050 | $9.47K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 590 | $9.77K | 0.00% | +77+15.0% | Added |
| Fifth Third Bancorp | 1,100 | $9.92K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,200 | $10.8K | 0.00% | −40−3.2% | Reduced |
| Cape Investment Advisory, Inc. | 1,307 | $11.8K | 0.01% | −1,179−47.4% | Reduced |
| IFP Advisors, Inc | 1,388 | $12.5K | 0.00% | +1,388 | New |
| Centerpoint Advisors, LLC | 1,469 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,445 | $13.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 795 | $13.9K | 0.00% | +224+39.2% | Added |
| Twin Lakes Capital Management, LLC | 1,594 | $14.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,631 | $14.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,638 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 1,639 | $14.8K | 0.01% | +1,639 | New |
| CIBC Private Wealth Group, LLC | 1,941 | $15.0K | 0.00% | +217+12.6% | Added |
| Quarry LP | 1,755 | $15.8K | 0.01% | −4,971−73.9% | Reduced |
| Westside Investment Management, Inc. | 2,015 | $18.2K | 0.00% | −475−19.1% | Reduced |
| Lindbrook Capital, LLC | 2,082 | $18.8K | 0.00% | +507+32.2% | Added |
| Harbour Investments, Inc. | 2,090 | $18.9K | 0.00% | −260−11.1% | Reduced |
| Amundi | 2,317 | $19.7K | 0.00% | −153,452−98.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,257 | $20.4K | 0.00% | −15,605−87.4% | Reduced |
| Jones Financial Companies LLLP | 2,730 | $24.6K | 0.00% | +2,730 | New |
| Venturi Wealth Management, LLC | 2,773 | $25.0K | 0.00% | +2,446+748.0% | Added |
| KBC Group NV | 2,935 | $26.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 3,000 | $27.1K | 0.02% | +3,000 | New |
| SRS Capital Advisors, Inc. | 3,329 | $30.0K | 0.00% | +3,329 | New |
| Nomura Asset Management Co Ltd | 3,500 | $31.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,530 | $31.8K | 0.00% | −6,991−66.4% | Reduced |
| Proequities, Inc. | 3,598 | $32.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,745 | $34.0K | 0.00% | −17,336−82.2% | Reduced |
| Whittier Trust Co | 3,859 | $34.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,070 | $36.7K | 0.00% | +757+22.8% | Added |
| Newbridge Financial Services Group, Inc. | 5,500 | $49.6K | 0.02% | −2,000−26.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,900 | $53.2K | 0.03% | 00.0% | Unchanged |
| Caption Management, LLC | 6,000 | $54.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,027 | $54.4K | 0.00% | −4,751−44.1% | Reduced |
| Headlands Technologies LLC | 6,033 | $54.4K | 0.01% | −13,674−69.4% | Reduced |
| Public Employees Retirement System of Ohio | 6,655 | $60.0K | 0.00% | −68,631−91.2% | Reduced |