Position in HE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,762,377
-$219,846 QoQ
Shares Held
130,257
-2.5% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#82
of 335 holders
Holding Since
Mar 2025
5 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, 2026Caprock Group, LLC holds $37,099,734 across 25 Utilities - Regulated Electric names. HE ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,979 | $7,465,561 | |
| 2 | NEE |
Nextera Energy Inc
|
42,810 | $3,757,433 | |
| 3 | EXC |
Exelon Corp
|
61,277 | $2,856,733 | |
| 4 | ED |
Consolidated Edison Inc
|
23,807 | $2,633,768 | |
| 5 | SO |
Southern Co
|
21,568 | $2,064,273 | |
| 6 | AEP |
American Electric Power Co Inc
|
14,774 | $2,021,230 | |
| 7 | HE |
Hawaiian Electric Industries Inc
This page
|
130,257 | $1,762,377 | |
| 8 | ES |
Eversource Energy
|
24,030 | $1,736,648 |
All Filings in HE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,762,377 | 130,257 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,982,223 | 133,573 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,825,418 | 148,408 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,332,307 | 120,680 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $378,245 | 34,543 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||