Janney Montgomery Scott LLC
Position in HE — Hawaiian Electric Industries Inc
CIK 1329948
PHILADELPHIA, PA
Position in HE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,674,978
-$980,166 QoQ
Shares Held
271,617
-13.4% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 337 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Janney Montgomery Scott LLC holds $555,970,930 across 29 Utilities - Regulated Electric names. HE ranks #19 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,945,219 | $170,731,871 | |
| 2 | DUK |
Duke Energy CORP
|
766,917 | $97,076,353 | |
| 3 | D |
Dominion Energy, Inc
|
606,277 | $41,402,656 | |
| 4 | SO |
Southern Co
|
421,712 | $40,362,055 | |
| 5 | AEP |
American Electric Power Co Inc
|
248,727 | $34,028,340 | |
| 6 | ETR |
Entergy Corp /De/
|
178,820 | $20,539,265 | |
| 7 | PPL |
PPL Corp
|
560,564 | $20,376,501 | |
| 8 | ED |
Consolidated Edison Inc
|
162,158 | $17,939,539 |
All Filings in HE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,674,978 | 271,617 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,655,144 | 313,689 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,823,302 | 148,236 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,438,754 | 130,322 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,082,952 | 101,877 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $741,534 | 67,720 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $178,253 | 18,320 | Shares | Sole | 2025-01-17 | |
| 2023-06-30 | $292,242 | 8,073 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $309,427 | 8,058 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $333,126 | 7,960 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $298,803 | 8,621 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $349,899 | 8,555 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $347,111 | 8,204 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $326,522 | 7,868 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $310,552 | 7,606 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $311,561 | 7,369 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $360,282 | 8,109 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $464,387 | 13,122 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $609,854 | 18,347 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $569,675 | 15,798 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $649,064 | 15,077 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||