UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in HE — Hawaiian Electric Industries Inc
CIK 861177
NEW YORK, NY
Position in HE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,429,317
+$486,762 QoQ
Shares Held
475,190
+18.7% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 337 holders
Holding Since
Mar 2020
26 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, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,777,640,574 across 38 Utilities - Regulated Electric names. HE ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,302,084 | $1,430,833,906 | |
| 2 | EXC |
Exelon Corp
|
13,394,412 | $624,447,481 | |
| 3 | SO |
Southern Co
|
5,681,674 | $543,793,014 | |
| 4 | ED |
Consolidated Edison Inc
|
4,847,672 | $536,297,947 | |
| 5 | DUK |
Duke Energy CORP
|
4,001,270 | $506,480,751 | |
| 6 | ES |
Eversource Energy
|
6,620,413 | $478,457,241 | |
| 7 | ETR |
Entergy Corp /De/
|
3,941,157 | $452,681,287 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,600,110 | $373,344,922 |
All Filings in HE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,429,317 | 475,190 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,942,555 | 400,442 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,597,330 | 373,767 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,191,941 | 379,705 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,853,274 | 644,711 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,380,453 | 491,366 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $3,493,504 | 359,045 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,617,072 | 270,359 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,477,854 | 274,707 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,864,153 | 342,871 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,843,498 | 341,332 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,391,500 | 275,508 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,341,577 | 285,679 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,970,070 | 285,679 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,860,036 | 283,394 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,385,683 | 270,793 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,937,724 | 291,876 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $13,113,472 | 309,938 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,034,764 | 265,898 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,022,415 | 245,467 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,663,012 | 252,200 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $11,131,800 | 250,547 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,098,199 | 257,084 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $7,655,367 | 230,306 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,136,467 | 225,637 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,115,798 | 234,978 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||