Position in HE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$844,502
-$82,330 QoQ
Shares Held
62,417
-0.1% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#121
of 335 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Inscription Capital, LLC holds $9,318,478 across 17 Utilities - Regulated Electric names. HE ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
11,265 | $1,246,246 | |
| 2 | NEE |
Nextera Energy Inc
|
11,991 | $1,052,450 | |
| 3 | HE |
Hawaiian Electric Industries Inc
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|
62,417 | $844,502 | |
| 4 | DTE |
Dte Energy Co
|
4,882 | $743,870 | |
| 5 | EVRG |
Evergy, Inc.
|
7,755 | $670,264 | |
| 6 | ES |
Eversource Energy
|
8,990 | $649,707 | |
| 7 | SO |
Southern Co
|
6,211 | $594,454 | |
| 8 | EXC |
Exelon Corp
|
10,918 | $508,997 |
All Filings in HE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,502 | 62,417 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $926,832 | 62,455 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $762,206 | 61,968 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $685,550 | 62,097 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||