Position in HE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$571,340
+$103,940 QoQ
Shares Held
38,500
+1.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Pekin Hardy Strauss, Inc. holds $7,921,560 across 9 Utilities - Regulated Electric names. HE ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
67,980 | $3,332,379 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,949 | $1,173,034 | |
| 3 | NEE |
Nextera Energy Inc
|
11,674 | $1,084,281 | |
| 4 | KEP |
Korea Electric Power Corp
|
41,000 | $584,250 | |
| 5 | HE |
Hawaiian Electric Industries Inc
This page
|
38,500 | $571,340 | |
| 6 | SO |
Southern Co
|
4,080 | $393,801 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,701 | $312,694 | |
| 8 | ETR |
Entergy Corp /De/
|
2,380 | $267,416 |
All Filings in HE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $571,340 | 38,500 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $467,400 | 38,000 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $386,400 | 35,000 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||