Institutional Ownership Hawaiian Electric Industries Inc (HE)
This table provides information about the institutional ownership of Hawaiian Electric Industries Inc (HE). We have compiled data on the 328 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,462
shares
|
$48,278
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,454
shares
|
$48,192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
3,791
shares
|
$41,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,610
shares
|
$39,060
0.0% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,418
shares
|
$36,982
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$32,460
0.03% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,000
shares
|
$32,460
0.0% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,000
shares
|
$32,460
0.0% of portfolio
|
Q1 2025
Reduced 42.54%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,602
shares
|
$28,153
0.0% of portfolio
|
Q2 2025
Reduced 39.39%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,574
shares
|
$27,850
0.0% of portfolio
|
Q1 2025
Added 379.33%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,393
shares
|
$25,892
0.0% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,317
shares
|
$25,069
0.0% of portfolio
|
Q1 2025
Added 136.43%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,245
shares
|
$24,290
0.0% of portfolio
|
Q1 2025
Reduced 59.27%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,130
shares
|
$23,046
0.0% of portfolio
|
Q2 2025
Reduced 58.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,899
shares
|
$20,547
0.0% of portfolio
|
Q1 2025
Added 1658.33%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,846
shares
|
$19,973
0.0% of portfolio
|
Q1 2025
Added 25.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,735
shares
|
$18,772
0.0% of portfolio
|
Q1 2025
Reduced 79.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,631
shares
|
$17,647
0.0% of portfolio
|
Q1 2024
Reduced 30.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,583
shares
|
$17,128
0.0% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,581
shares
|
$17,106
0.0% of portfolio
|
Q2 2020
Added 0.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,542
shares
|
$16,684
0.0% of portfolio
|
Q1 2025
Added 57.83%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
1,400
shares
|
$15,148
0.01% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$12,984
0.0% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,200
shares
|
$12,984
0.0% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,137
shares
|
$12,302
0.0% of portfolio
|
Q1 2025
Added 10.07%
|