Position in HE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,710,140
-$168,538 QoQ
Shares Held
200,306
+3.3% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#64
of 337 holders
Holding Since
Mar 2025
6 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, 2026Lesa Sroufe & Co holds $5,707,938 across 2 Utilities - Regulated Electric names. HE ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
|
41,857 | $2,997,798 | |
| 2 | HE |
Hawaiian Electric Industries Inc
This page
|
200,306 | $2,710,140 |
All Filings in HE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,710,140 | 200,306 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,878,678 | 193,981 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,347,172 | 190,827 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,104,952 | 190,666 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,004,530 | 188,573 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,994,214 | 182,120 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||