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 345 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
977
shares
|
$9,926
0.0% of portfolio
|
Q4 2024
Added 65.59%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
952
shares
|
$9,672
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
941
shares
|
$9,560
0.01% of portfolio
|
Q3 2024
Reduced 42.59%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
841
shares
|
$8,544
0.0% of portfolio
|
Q3 2024
Reduced 48.66%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
781
shares
|
$7,934
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
716
shares
|
$7,274
0.0% of portfolio
|
Q4 2024
Added 309.14%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
699
shares
|
$7,101
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
679
shares
|
$6,898
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
653
shares
|
$6,634
0.0% of portfolio
|
Q4 2024
Reduced 44.33%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
636
shares
|
$6,461
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
635
shares
|
$6,451
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
537
shares
|
$5,455
0.0% of portfolio
|
Q4 2024
Reduced 44.29%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
508
shares
|
$5,161
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
500
shares
|
$5,080
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
500
shares
|
$5,080
0.0% of portfolio
|
Q3 2023
Reduced 88.34%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
500
shares
|
$5,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
491
shares
|
$4,988
0.0% of portfolio
|
Q4 2024
Added 49000.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
457
shares
|
$4,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
456
shares
|
$4,632
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
400
shares
|
$4,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
336
shares
|
$3,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
330
shares
|
$3,352
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
260
shares
|
$2,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
258
shares
|
$2,621
0.0% of portfolio
|
Q2 2024
Reduced 83.4%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
250
shares
|
$2,540
0.0% of portfolio
|
Q3 2023
New holding
|