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HE · Hawaiian Electric Industries Inc · Held by Funds

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$10.38 -0.09 (-0.86%) At close · Sep 11
S&P 600 member Russell 2000 member Rebalance outlook locked
Going-concern doubt — flagged Aug 7, 2026

Substantial doubt about the company's ability to continue as a going concern.

“the ability to raise the amount of capital necessary on reasonable terms, if at all, for the Company's and the Utilities' contribution to the Maui wildfire tort litigation settlement in order to alleviate future conditions that may cause substantial doubt about HEI's and the Utilities' ability to continue as a going concern”
View the 10-Q filed Aug 7, 2026
Market Cap
$1.79B
Shares
172.73M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding HE

270 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 10,402,588 $140,747,016 0.13%
VANGUARD TOTAL STOCK MARKET INDEX FUND 5,200,150 $70,358,030 0.00%
iShares Russell 2000 ETF 4,315,980 $58,395,209 0.07%
VANGUARD SMALL-CAP INDEX FUND 3,757,857 $50,843,805 0.03%
Kinetics Paradigm Portfolio 3,566,000 $48,247,980 4.07%
Horizon Kinetics Inflation Beneficiaries ETF 3,358,274 $45,437,447 3.08%
T. Rowe Price Small-Cap Value Fund, Inc. 3,341,074 $45,204,731 0.43%
VANGUARD SMALL-CAP VALUE INDEX FUND 2,382,603 $32,236,619 0.05%
Kinetics Small Cap Opportunities Portfolio 2,012,000 $27,222,360 5.14%
VANGUARD EXTENDED MARKET INDEX FUND 1,982,082 $26,817,569 0.03%
Fidelity Small Cap Index Fund 1,618,990 $24,398,179 0.07%
Kinetics Market Opportunities Portfolio 1,612,000 $21,810,360 7.20%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 1,587,975 $21,485,302 0.13%
Invesco S&P SmallCap Momentum ETF 1,403,778 $21,154,934 0.77%
iShares Russell 2000 Value ETF 1,554,686 $21,034,902 0.14%
iShares S&P Small-Cap 600 Value ETF 1,486,321 $20,109,923 0.25%
VANGUARD UTILITIES INDEX FUND 1,201,559 $15,980,735 0.15%
Schwab Fundamental U.S. Small Company ETF 1,200,341 $15,964,535 0.18%
VANGUARD TAX-MANAGED SMALL-CAP FUND 972,886 $13,163,148 0.11%
1290 VT Small Cap Value Portfolio 954,987 $12,920,974 2.74%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 890,250 $12,045,083 0.25%
Fidelity Extended Market Index Fund 894,659 $11,898,965 0.03%
VANGUARD RUSSELL 2000 INDEX FUND 840,821 $11,182,919 0.06%
Schwab U.S. Small-Cap ETF 826,682 $10,994,871 0.05%
U.S. SMALL CAP PORTFOLIO 668,150 $10,069,021 0.05%
JNL Multi-Manager Small Cap Value Fund 657,957 $8,902,158 0.44%
Dimensional U.S. Small Cap ETF 548,755 $8,269,738 0.06%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 596,851 $7,938,118 0.13%
Nuveen Quant Small Cap Equity Fund 468,833 $7,065,313 0.18%
U.S. MICRO CAP PORTFOLIO 466,734 $7,033,681 0.09%
Principal U.S. Small-Cap ETF 498,456 $6,744,110 0.29%
VictoryShares US Small Mid Cap Value Momentum ETF 468,187 $6,334,570 0.36%
Schwab Small-Cap Index Fund 359,365 $5,415,631 0.07%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 378,881 $5,039,117 0.27%
Schwab Fundamental U.S. Small Company Index Fund 319,266 $4,811,339 0.20%
Avantis U.S. Small Cap Equity ETF 356,889 $4,746,624 0.17%
Fidelity Total Market Index Fund 323,387 $4,301,047 0.00%
Master Small Cap Index Series 310,574 $4,202,066 0.07%
Fidelity MSCI Utilities Index ETF 264,834 $3,991,048 0.16%
JNL Small Cap Index Fund 270,334 $3,657,619 0.13%
Kinetics Global Portfolio 260,000 $3,517,800 6.97%
VANGUARD U.S. VALUE FUND 99,263 $3,512,918 0.33%
Fidelity Series Total Market Index Fund 262,411 $3,490,066 0.00%
Columbia Small Cap Index Fund 257,681 $3,427,157 0.13%
The Gabelli Utilities Fund 251,200 $3,398,736 0.19%
iShares Core S&P Total U.S. Stock Market ETF 237,631 $3,215,147 0.00%
Fidelity Small Cap Value Index Fund 232,156 $3,141,071 0.14%
Invesco S&P SmallCap 600 Revenue ETF 233,366 $3,103,768 0.17%
Nuveen Small Cap Blend Index Fund 196,635 $2,963,289 0.07%
iShares U.S. Infrastructure ETF 214,990 $2,908,815 0.06%
Showing 1–50 of 270 positions
Key facts CIK 354707 CUSIP 419870100 13F (30d) 78 filings 77 filers Visit website Investor relations