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 |
|---|---|---|---|---|---|
| Quarry LP | 1,755 | $15.8K | 0.01% | −4,971−73.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,941 | $15.0K | 0.00% | +217+12.6% | Added |
| Bank & Trust Co | 1,639 | $14.8K | 0.01% | +1,639 | New |
| Tucker Asset Management LLC | 1,638 | $14.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,631 | $14.7K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,594 | $14.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 795 | $13.9K | 0.00% | +224+39.2% | Added |
| Riverview Trust Co | 1,445 | $13.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,469 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,388 | $12.5K | 0.00% | +1,388 | New |
| Cape Investment Advisory, Inc. | 1,307 | $11.8K | 0.01% | −1,179−47.4% | Reduced |
| Concord Wealth Partners | 1,200 | $10.8K | 0.00% | −40−3.2% | Reduced |
| Fifth Third Bancorp | 1,100 | $9.92K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 590 | $9.77K | 0.00% | +77+15.0% | Added |
| Richardson Financial Services Inc. | 1,050 | $9.47K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,033 | $9.32K | 0.00% | −402−28.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $9.02K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 943 | $8.51K | 0.00% | −332−26.0% | Reduced |
| Tortoise Investment Management, LLC | 935 | $8.43K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 930 | $8.39K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 700 | $7.89K | 0.00% | +700 | New |
| Cullen/Frost Bankers, Inc. | 861 | $7.77K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 840 | $7.58K | 0.00% | +815+3,260.0% | Added |
| Quent Capital, LLC | 787 | $7.10K | 0.00% | +783+19,575.0% | Added |
| Covestor Ltd | 770 | $7.00K | 0.00% | −844−52.3% | Reduced |
| Washington Trust Co | 750 | $6.76K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 699 | $6.30K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 679 | $6.13K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 635 | $6.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 636 | $5.74K | 0.00% | +636 | New |
| Barrett & Company, Inc. | 600 | $5.41K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 451 | $5.08K | 0.00% | +451 | New |
| Syntax Research, Inc. | 508 | $4.58K | 0.00% | 00.0% | Unchanged |
| 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 |
| WealthCollab, LLC | 491 | $4.43K | 0.00% | +265+117.3% | Added |
| City State Bank | 456 | $4.11K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 450 | $4.06K | 0.00% | +450 | New |
| Redwood Wealth Management Group, LLC | 338 | $3.04K | 0.00% | +338 | New |
| Trust Co of Vermont | 328 | $2.96K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 300 | $2.71K | 0.00% | +300 | New |
| JJJ Advisors Inc. | 258 | $2.33K | 0.00% | −1,296−83.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 200 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 132 | $2.21K | 0.00% | +72+120.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 226 | $2.04K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 232 | $1.90K | 0.00% | +188+427.3% | 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 |
| Parkside Financial Bank & Trust | 190 | $1.71K | 0.00% | +53+38.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 100 | $1.60K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 175 | $1.58K | 0.00% | +175 | New |
| Massmutual Trust Co FSB | 161 | $1.45K | 0.00% | −37−18.7% | Reduced |
| Smartleaf Asset Management LLC | 161 | $1.45K | 0.00% | +161 | New |
| Bogart Wealth, LLC | 150 | $1.35K | 0.00% | −100−40.0% | Reduced |
| Central Pacific Bank - Trust Division | 138 | $1.25K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 114 | $1.03K | 0.00% | −1,270−91.8% | Reduced |
| 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 |
| Moisand Fitzgerald Tamayo, LLC | 101 | $911 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 101 | $911 | 0.00% | 00.0% | Unchanged |
| 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 |
| Bell Investment Advisors, Inc | 90 | $812 | 0.00% | −114−55.9% | Reduced |
| Sachetta, LLC | 41 | $686 | 0.00% | +41 | New |
| Nemes Rush Group LLC | 73 | $657 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 66 | $595 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $451 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 41 | $370 | 0.00% | +41 | New |
| MV Capital Management, Inc. | 14 | $127 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 0 | $2 | 0.00% | 0 | New |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −744,129−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −281,600−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −213,200−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −206,103−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −160,726−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −151,426−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −141,595−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −93,614−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −56,878−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −48,193−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −46,577−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −45,036−100.0% | Sold out |
| Hyman Charles D | 0 | $0 | 0.00% | −37,169−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −36,696−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −32,834−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −31,594−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −30,267−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −27,701−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −27,421−100.0% | Sold out |
| Lewis Asset Management, LLC | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −24,776−100.0% | Sold out |