Purchases and Sales Made in Q4 2025 in Hawaiian Electric Industries Inc (HE)
This table provides information about the institutional ownership of Hawaiian Electric Industries Inc (HE) during Q4 2025. The information is specifically focused on institutions that hold shares of HAWAIIAN ELECTRIC INDUSTRIES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
79.1KNew |
$861K - $952K
|
79.1K
$922K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
18.1K+ 2.38% |
$197K - $218K
|
777K
$9.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
11.1KNew |
$120K - $133K
|
11.1K
$129K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.9KNew |
$119K - $131K
|
10.9K
$127K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.42K+ 16.05% |
$103K - $113K
|
68.1K
$793K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
7.39K+ 137.06% |
$80.5K - $89K
|
12.8K
$149K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.47K+ 32.02% |
$70.5K - $77.9K
|
26.7K
$311K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.26K+ 23.42% |
$35.5K - $39.2K
|
17.2K
$200K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 8.41% |
$27.9K - $30.8K
|
33K
$384K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
121New |
$1.32K - $1.46K
|
121
$1.41K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
107New |
$1.17K - $1.29K
|
107
$1.25K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
43New |
$468 - $518
|
43
$501
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
31+ 1.32% |
$338 - $373
|
2.38K
$27.7K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 1.15% |
$142 - $157
|
1.14K
$13.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-65- 5.42% |
$708 - $783
|
1.14K
$13.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-118- 75.16% |
$1.29K - $1.42K
|
39
$454
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-452- 48.03% |
$4.92K - $5.44K
|
489
$5.7K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.43K- 0.16% |
$15.6K - $17.2K
|
877K
$10.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.58K- 2.07% |
$17.2K - $19.1K
|
75K
$874K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.39K- 11.47% |
$26K - $28.7K
|
18.4K
$215K
|
|