DIMENSIONAL FUND ADVISORS LP
Position in HE — Hawaiian Electric Industries Inc
CIK 354204
AUSTIN, TX
Position in HE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$38,045,425
+$10,836,524 QoQ
Shares Held
2,563,708
+15.9% QoQ
Ownership
1.49%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86%
Shared 8%
None 6%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. HE ranks #31 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,829,027 | $448,520,026 | |
| 2 | DUK |
Duke Energy CORP
|
2,092,284 | $273,963,665 | |
| 3 | SO |
Southern Co
|
2,655,044 | $256,264,844 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,793,510 | $235,093,289 | |
| 5 | ETR |
Entergy Corp /De/
|
1,841,587 | $206,920,712 | |
| 6 | EXC |
Exelon Corp
|
3,765,827 | $184,600,837 | |
| 7 | ED |
Consolidated Edison Inc
|
1,447,524 | $163,830,764 | |
| 8 | XEL |
Xcel Energy Inc
|
2,052,030 | $163,013,262 |
All Filings in HE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,045,425 | 2,563,708 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $27,208,901 | 2,212,106 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,761,818 | 2,061,759 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,840,169 | 1,866,432 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,597,690 | 1,515,771 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,237,097 | 1,052,117 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,958,867 | 925,503 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,655,153 | 405,228 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,269,172 | 556,271 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,329,130 | 586,972 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,371,471 | 598,820 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $46,545,524 | 1,285,788 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $48,099,301 | 1,252,586 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,270,187 | 1,248,989 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $42,752,727 | 1,233,489 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $48,992,145 | 1,197,852 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $49,863,054 | 1,178,517 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $44,167,827 | 1,064,285 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $43,505,875 | 1,065,537 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $41,872,293 | 990,357 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $43,716,454 | 983,940 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $35,791,888 | 1,011,356 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $33,924,245 | 1,020,585 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $38,133,918 | 1,057,513 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $46,479,449 | 1,079,662 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||