Position in HE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,057
+$3,054 QoQ
Shares Held
226
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#301
of 335 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CKW FINANCIAL GROUP holds $6,678 across 7 Utilities - Regulated Electric names. HE ranks #1 (45.8% of the industry book) .
All Filings in HE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,057 | 226 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3 | 226 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,779 | 226 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $127,821 | 11,578 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $123,074 | 11,578 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $126,779 | 11,578 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $112,663 | 11,579 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $109,761 | 11,339 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $102,277 | 11,339 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $127,790 | 11,339 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $160,900 | 11,339 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $139,656 | 11,345 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $8,615 | 238 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $9,139 | 238 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,960 | 238 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $8,249 | 238 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,734 | 238 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,069 | 238 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $9,877 | 238 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $489 | 12 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $507 | 12 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $533 | 12 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $424 | 12 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $398 | 12 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $432 | 12 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $516 | 12 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||