Advisory Services Network, LLC

Position in HE — Hawaiian Electric Industries Inc

CIK 1573876 Atlanta, GA

Position in HE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,925,576

+$260,618 QoQ

Shares Held

142,319

+26.9% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#78

of 337 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Advisory Services Network, LLC holds $75,926,920 across 28 Utilities - Regulated Electric names. HE ranks #12 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	180,010	$15,799,468
2	SO	Southern Co	120,975	$11,578,511
3	DUK	Duke Energy CORP	79,942	$10,119,049
4	ETR	Entergy Corp /De/	49,335	$5,666,613
5	WEC	Wec Energy Group, Inc.	46,972	$5,484,913
6	PEG	Public Service Enterprise Group Inc	47,103	$3,822,874
7	FE	Firstenergy Corp	59,696	$2,837,942
8	EVRG	Evergy, Inc.	31,255	$2,701,364

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,925,576	142,319	+26.9%	Shares	Sole	2026-08-12
2026-03-31	$1,664,958	112,194	+18.3%	Shares	Sole	2026-05-15
2025-12-31	$1,166,888	94,869	+387.3%	Shares	Sole	2026-02-17
2025-09-30	$214,937	19,469	+0.5%	Shares	Sole	2025-11-18
2025-06-30	$205,892	19,369	+1165.9%	Shares	Sole	2025-08-19
2023-12-31	$21,710	1,530	-97.5%	Shares	Sole	2024-02-09
2023-09-30	$747,906	60,756	+2380.8%	Shares	Sole	2023-11-14
2023-03-31	$94,041	2,449	+0.5%	Shares	Sole	2023-05-17
2022-12-31	$101,988	2,437	+105.8%	Shares	Sole	2023-02-13
2021-06-30	$50,059	1,184	-9.3%	Shares	Sole	2021-08-12
2020-12-31	$46,219	1,306	-7.0%	Shares	Sole	2021-02-09
2020-09-30	$46,701	1,405	+684.9%	Shares	Sole	2020-11-16
2020-03-31	$7,705	179	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.