Position in HE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$848,439
-$841,317 QoQ
Shares Held
62,708
-44.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#119
of 335 holders
Holding Since
Mar 2020
12 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, 2026SIMPLEX TRADING, LLC holds $7,336,811 across 14 Utilities - Regulated Electric names. HE ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
14,605 | $1,848,700 | |
| 2 | ETR |
Entergy Corp /De/
|
13,431 | $1,542,684 | |
| 3 | SO |
Southern Co
|
13,084 | $1,252,269 | |
| 4 | HE |
Hawaiian Electric Industries Inc
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|
62,708 | $848,439 | |
| 5 | ED |
Consolidated Edison Inc
|
4,442 | $491,418 | |
| 6 | POR |
Portland General Electric Co /Or/
|
8,426 | $436,719 | |
| 7 | TXNM |
Txnm Energy Inc
|
5,144 | $292,076 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,165 | $252,807 |
All Filings in HE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,439 | 62,708 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,689,756 | 113,865 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,517,441 | 204,670 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $605,058 | 54,806 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $645,740 | 60,747 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $85,015 | 7,764 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,111,642 | 114,249 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,025,191 | 209,214 | Shares | Sole | 2024-11-08 | |
| 2021-12-31 | $56,772 | 1,368 | Shares | Sole | 2022-02-23 | |
| 2020-09-30 | $99 | 3 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $7,861 | 218 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $161,824 | 3,759 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||