Filing Research | HE - Hawaiian Electric Industries, Inc. Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	996.3KSH	$13.5M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	263.7KSH	$3.6M
3	BURNEY CO/	Shares	84.4KSH	$1.1M
4	Louisiana State Employees Retirement System	Shares	75.7KSH	$1.0M
5	Dougherty & Associates, LLC	Shares	71.9KSH	$972.2K
6	Assenagon Asset Management S.A.	Shares	60.7KSH	$821.5K
7	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	54.6KSH	$738.9K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	49.8KSH	$676.1K
9	Police & Firemen's Retirement System of New Jersey	Shares	49.2KSH	$666.3K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	46.0KSH	$622.8K
11	Aaron Wealth Advisors LLC	Shares	32.4KSH	$438.5K
12	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	20.0KSH	$270.9K
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	20.0KSH	$270.0K
14	J.W. COLE ADVISORS, INC.	Shares	19.5KSH	$264.5K
15	GAMMA Investing LLC	Shares	18.2KSH	$246.6K
16	Versant Capital Management, Inc	Shares	17.9KSH	$241.6K
17	Venturi Wealth Management, LLC	Shares	17.5KSH	$236.4K
18	Merit Financial Group, LLC	Shares	16.0KSH	$216.2K
19	Byrne Asset Management LLC	Shares	15.1KSH	$204.3K
20	Optas, LLC	Shares	13.7KSH	$185.8K
21	IFM Investors Pty Ltd	Shares	11.6KSH	$156.6K
22	Sowell Financial Services LLC	Shares	11.0KSH	$149.4K
23	Olympiad Research LP	Shares	10.6KSH	$142.9K
24	DELTEC ASSET MANAGEMENT LLC	Shares	10.0KSH	$135.3K
25	SBI Securities Co., Ltd.	Shares	8.9KSH	$119.9K
26	Farther Finance Advisors, LLC	Shares	7.7KSH	$104.5K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	7.3KSH	$98.1K
28	ARMSTRONG ADVISORY GROUP, INC	Shares	7.2KSH	$97.7K
29	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	4.5KSH	$60.9K
30	SJS Investment Consulting Inc.	Shares	3.7KSH	$50.7K
31	Mosley Wealth Management	Shares	1.3KSH	$17.3K
32	True Wealth Design, LLC	Shares	1.2KSH	$16.3K
33	Cedar Mountain Advisors, LLC	Shares	792SH	$10.7K
34	SIGNATUREFD, LLC	Shares	735SH	$9.9K
35	EverSource Wealth Advisors, LLC	Shares	724SH	$9.8K
36	IFP Advisors, Inc	Shares	710SH	$9.6K
37	Bank & Trust Co	Shares	489SH	$6.6K
38	ADIRONDACK TRUST CO	Shares	400SH	$5.4K
39	Abound Wealth Management	Shares	400SH	$5.4K
40	Networth Advisors, LLC	Shares	360SH	$4.9K
41	ELEVATION WEALTH PARTNERS, LLC	Shares	348SH	$4.7K
42	MJT & Associates Financial Advisory Group, Inc.	Shares	246SH	$3.3K
43	Hickory Point Bank & Trust	Shares	245SH	$3.3K
44	CoreCap Advisors, LLC	Shares	240SH	$3.2K
45	Kozak & Associates, Inc.	Shares	208SH	$2.8K
46	Lesa Sroufe & Co	Shares	200.3KSH	$2.7K
47	Hilltop National Bank	Shares	200SH	$2.7K
48	Community Financial Services Group, LLC	Shares	200SH	$2.7K
49	Mountain Hill Investment Partners Corp.	Shares	150SH	$2.0K
50	Fortitude Family Office, LLC	Shares	121SH	$1.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 67 loaded

#		Instrument
1	CAISSE DES DEPOTS ET CONSIGNATIONS new	Shares	+54.6K	+$738.9K	$738.9K
2	J.W. COLE ADVISORS, INC. new	Shares	+19.5K	+$264.5K	$264.5K
3	Byrne Asset Management LLC new	Shares	+15.1K	+$204.3K	$204.3K
4	Olympiad Research LP new	Shares	+10.6K	+$142.9K	$142.9K
5	BURNEY CO/ added	Shares	+12.3K	+$71.7K	$1.1M
6	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+4.8K	+$44.9K	$270.0K
7	Venturi Wealth Management, LLC added	Shares	+4.1K	+$38.1K	$236.4K
8	Merit Financial Group, LLC added	Shares	+2.5K	+$16.9K	$216.2K
9	IFP Advisors, Inc added	Shares	+339	+$4.1K	$9.6K
10	ELEVATION WEALTH PARTNERS, LLC added	Shares	+250	+$3.3K	$4.7K
11	CoreCap Advisors, LLC new	Shares	+240	+$3.2K	$3.2K
12	Mosley Wealth Management unchanged	Shares	0	+$3.2K	$17.3K
13	SJS Investment Consulting Inc. added	Shares	+362	+$468	$50.7K
14	Davis Capital Management new	Shares	+9	+$122	$122
15	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+5.5K	+$15	$685
16	TSFG, LLC unchanged	Shares	0	$0	$3
17	Hughes Financial Services, LLC unchanged	Shares	0	-$1	$14
18	Central Pacific Bank - Trust Division unchanged	Shares	0	-$41	$419
19	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$65	$677
20	EQUITEC PROPRIETARY MARKETS, LLC unchanged	Shares	0	-$98	$1.0K
21	AMALGAMATED BANK trimmed	Shares	-3.6K	-$113	$625
22	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$123	$1.3K
23	Fortitude Family Office, LLC unchanged	Shares	0	-$159	$1.6K
24	Lesa Sroufe & Co added	Shares	+6.3K	-$169	$2.7K
25	Mountain Hill Investment Partners Corp. unchanged	Shares	0	-$196	$2.0K
26	Hilltop National Bank unchanged	Shares	0	-$262	$2.7K
27	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-17	-$272	$203
28	Hickory Point Bank & Trust unchanged	Shares	0	-$321	$3.3K
29	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	-$322	$3.3K
30	Community Financial Services Group, LLC unchanged	Shares	0	-$362	$2.7K
31	Kozak & Associates, Inc. unchanged	Shares	0	-$385	$2.8K
32	Networth Advisors, LLC unchanged	Shares	0	-$471	$4.9K
33	State of Alaska, Department of Revenue trimmed	Shares	-28.4K	-$504	$845
34	ADIRONDACK TRUST CO unchanged	Shares	0	-$524	$5.4K
35	Abound Wealth Management unchanged	Shares	0	-$524	$5.4K
36	Bank & Trust Co unchanged	Shares	0	-$641	$6.6K
37	Bank of New Hampshire exited	Shares	-50	-$742	$0
38	True Wealth Design, LLC added	Shares	+53	-$793	$16.3K
39	Cedar Mountain Advisors, LLC trimmed	Shares	-13	-$1.2K	$10.7K
40	Wall Street Financial Group, Inc. exited	Shares	-115	-$1.7K	$0
41	HHM Wealth Advisors, LLC exited	Shares	-200	-$3.0K	$0
42	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$5.9K	$60.9K
43	Dougherty & Associates, LLC added	Shares	+5.9K	-$6.1K	$972.2K
44	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$9.5K	$97.7K
45	SIGNATUREFD, LLC trimmed	Shares	-612	-$10.0K	$9.9K
46	DELTEC ASSET MANAGEMENT LLC unchanged	Shares	0	-$13.1K	$135.3K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$13.2K	$98.1K
48	Farther Finance Advisors, LLC trimmed	Shares	-42	-$13.7K	$104.5K
49	Police & Firemen's Retirement System of New Jersey added	Shares	+3.4K	-$14.6K	$666.3K
50	IFM Investors Pty Ltd unchanged	Shares	0	-$15.2K	$156.6K

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