HAWAIIAN ELECTRIC INDS (HE) Institutional Ownership Changes & 13F Activity
HAWAIIAN ELECTRIC INDS (HE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., 12 West Capital Management Lp, Citadel Advisors Llc, Csm Advisors, Llc, and Hrt Financial Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +7,695 | +10.5% | 81,194 | $1.10M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -4 | -16.7% | 20 | $271.00 | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +655,876 | +316.9% | 862,812 | $11.67M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +17,314 | +5.8% | 313,593 | $4.24M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +144,124 | +41.6% | 490,229 | $6.63M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -5,541 | -2.7% | 199,553 | $2.70M | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -47,788 | -44.0% | 60,715 | $821.47K | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Sell | -12,500 | -12.6% | 86,432 | $1.17M | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Buy | +44 | — | 44 | $597.00 | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Sell | -230,200 | -72.4% | 87,900 | $1.19M | Q2 2026 | Aug 17, 2026 |
| Integrated Investment Consultants, Llc | Buy | +10,016 | — | 10,016 | $135.52K | Q2 2026 | Aug 17, 2026 |
| Capstone Investment Advisors, Llc | Sell | -6,439 | -22.5% | 22,136 | $299.50K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -5,497 | -23.7% | 17,683 | $239.25K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -39 | -0.6% | 6,774 | $91.65K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +2,662,995 | — | 2,662,995 | $36.03M | Q2 2026 | Aug 14, 2026 |
| 12 West Capital Management Lp | Sell | -675,000 | -37.5% | 1,125,000 | $15.22M | Q2 2026 | Aug 14, 2026 |
| Csm Advisors, Llc | Sell | -492,743 | -97.1% | 14,645 | $198.00K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Sell | -366,696 | -67.4% | 177,289 | $2.40M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -359,042 | -13.1% | 2,375,093 | $32.14M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Sell | -308,190 | -37.4% | 516,080 | $6.98M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -302,975 | -84.6% | 55,306 | $748.29K | Q2 2026 | Aug 14, 2026 |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | Buy | +285,215 | — | 285,215 | $3.86M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +271,210 | — | 271,210 | $3.67M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Sell | -257,332 | -7.7% | 3,086,280 | $41.76M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +175,737 | +160.0% | 285,593 | $3.86M | Q2 2026 | Aug 14, 2026 |
| Boothbay Fund Management, Llc | Buy | +154,361 | +525.9% | 183,711 | $2.49M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +153,486 | +31.1% | 646,672 | $8.75M | Q2 2026 | Aug 14, 2026 |
| State Of Wisconsin Investment Board | Buy | +143,243 | +71.1% | 344,693 | $4.66M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -132,204 | -12.0% | 973,430 | $13.17M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +116,476 | — | 116,476 | $1.58M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about HE activity
Which institutional owners are buying HE?
Institutional owners buying HE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HE activity?
"Buy" means an investor increased their reported position in HE compared to the prior reporting period. This reflects growing exposure to HAWAIIAN ELECTRIC INDS (HE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HE increasing?
Institutional interest in HE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related HE Institutional Insights
- HE Overview
- HE 13F Institutional Holders
- HE Top Institutional Shareholders
- Utilities Sector Institutional Ownership
- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Utilities Stocks By Institutional Investors
- Most Sold Utilities Stocks By Institutional Investors
- HE Insider Trading & SEC Form 4 Activity
- HE Articles
- Top Institutional Investor Stock Rankings