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Equibles

OSAIC HOLDINGS, INC.

Position in HE — Hawaiian Electric Industries Inc

CIK 1677044 SCOTTSDALE, AZ
Back to HE Full portfolio

Position in HE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,303,892
-$111,274 QoQ
Shares Held
318,100
+6.9% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 337 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 87% Shared 0% None 13%

Common Shares in HE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $489,802,395 across 41 Utilities - Regulated Electric names. HE ranks #20 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 1,119,907 $98,294,235
2 DUK
Duke Energy CORP
 626,941 $79,358,190
3 SO
Southern Co
 621,416 $59,475,723
4 AEP
American Electric Power Co Inc
 253,646 $34,701,307
5 WEC
Wec Energy Group, Inc.
 251,293 $29,343,482
6 D
Dominion Energy, Inc
 347,590 $23,736,920
7 ED
Consolidated Edison Inc
 172,840 $19,121,287
8 DTE
Dte Energy Co
 89,624 $13,656,007

All Filings in HE

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,303,892 318,100
2026-03-31 $4,415,166 297,518
2025-12-31 $3,727,637 303,060
2025-09-30 $4,827,537 437,277
2025-06-30 $1,284,804 120,866
2025-03-31 $1,321,215 120,659
2024-12-31 $221,834 22,799
2024-09-30 $267,718 27,657
2024-06-30 $208,359 23,100
2024-03-31 $300,593 26,672
2023-12-31 $476,257 33,563
2023-09-30 $631,155 51,272
2023-06-30 $1,316,013 36,354
2023-03-31 $1,424,676 37,101
2022-12-31 $1,457,255 34,821
2022-09-30 $1,269,522 36,628
2022-06-30 $1,527,734 37,353
2022-03-31 $2,019,495 47,731
2021-12-31 $2,014,657 48,546
2021-09-30 $2,063,708 50,544
2021-06-30 $2,220,288 52,514
2021-03-31 $2,470,972 55,615
2020-12-31 $3,915,051 110,626
2020-09-30 $2,317,224 69,712
2020-06-30 $2,441,546 67,708
2020-03-31 $2,639,315 392,643