CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HE — Hawaiian Electric Industries Inc
CIK 884546
SAN FRANCISCO, CA
Position in HE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,757,368
-$7,861,834 QoQ
Shares Held
3,086,280
-7.7% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 337 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. HE ranks #31 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in HE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,757,368 | 3,086,280 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $49,619,202 | 3,343,612 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $41,164,299 | 3,346,691 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,341,503 | 3,563,542 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $37,021,398 | 3,482,728 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $40,379,614 | 3,687,636 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $33,777,909 | 3,471,522 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $29,249,562 | 3,021,649 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,610,073 | 2,506,660 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,014,615 | 1,953,382 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $23,006,303 | 1,621,304 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $16,438,146 | 1,335,349 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $50,093,885 | 1,383,809 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $52,429,670 | 1,365,356 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $56,679,924 | 1,354,359 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $46,118,699 | 1,330,603 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $51,138,987 | 1,250,342 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $51,022,390 | 1,205,918 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $48,747,352 | 1,174,635 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $46,368,222 | 1,135,641 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $46,279,561 | 1,094,597 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $46,168,590 | 1,039,131 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $36,761,291 | 1,038,748 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $33,797,368 | 1,016,768 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $36,968,712 | 1,025,200 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $45,198,367 | 1,049,904 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||