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Funds Holding Hawaiian Electric Industries Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Hawaiian Electric Industries Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of HE →Funds holding
53
as of 2026-07-31
Reported value
$126.8M
summed across funds
Fund families
26
named trusts
Largest conviction
0.75%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Invesco S&P SmallCap Momentum ETFInvesco Exchange-Traded Fund Trust1.8M sh$22.8M | 0.75% |
| Invesco S&P SmallCap Value with Momentum ETFInvesco Exchange-Traded Fund Trust385.7K sh$5M | 0.74% |
| Burney U.S. Factor Rotation ETFEA Series Trust215.7K sh$2.8M | 0.48% |
| Burney U.S. Equity Select ETFEA Series Trust250.3K sh$3.2M | 0.48% |
| PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust120.4K sh$1.6M | 0.36% |
| Invesco S&P Smallcap 600 Pure Value ETFInvesco Exchange-Traded Fund Trust79.5K sh$1M | 0.35% |
| Harbor Human Capital Factor US Small Cap ETFHarbor ETF Trust32.8K sh$424.3K | 0.25% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust112.9K sh$1.5M | 0.25% |
| SMALL-CAP VALUE PROFUNDProFunds1.4K sh$18.3K | 0.23% |
| Global X U.S. Electrification ETFGLOBAL X FUNDS82.1K sh$1.1M | 0.23% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST300.2K sh$3.9M | 0.16% |
| Fidelity MSCI Utilities Index ETFFIDELITY COVINGTON TRUST261.6K sh$3.4M | 0.15% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.80.4K sh$1M | 0.12% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc127.2K sh$1.6M | 0.12% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust1.7K sh$21.7K | 0.12% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST50.5K sh$653.1K | 0.10% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds297.8K sh$3.8M | 0.09% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust47K sh$606.7K | 0.09% |
| Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series150.7K sh$1.9M | 0.09% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust26.1K sh$337.4K | 0.08% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC472.4K sh$6.1M | 0.08% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust624 sh$8.1K | 0.07% |
| iShares Morningstar Small-Cap Value ETFiShares Trust38.1K sh$491.6K | 0.07% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds219.6K sh$2.8M | 0.07% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST18.9K sh$244.3K | 0.07% |
| Global X Russell 2000 ETFGLOBAL X FUNDS79.5K sh$1M | 0.07% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST403.5K sh$5.2M | 0.07% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust1.8M sh$23.4M | 0.07% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust4.8K sh$61.5K | 0.07% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC744.8K sh$9.6M | 0.05% |
| ULTRA SMALL CAP PROFUNDProFunds2.1K sh$27.6K | 0.05% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust485.8K sh$6.3M | 0.04% |
| iShares Morningstar Small-Cap ETFiShares Trust7.6K sh$98.8K | 0.04% |
| Victory Extended Market Index FundVictory Portfolios III19.9K sh$257.1K | 0.03% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust63.7K sh$823.4K | 0.03% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds30.2K sh$390.2K | 0.03% |
| SMALL-CAP PROFUNDProFunds140 sh$1.8K | 0.02% |
| SmallCap Value Fund IIPrincipal Funds, Inc11.1K sh$142.8K | 0.01% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust84.9K sh$1.1M | 0.01% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust25.9K sh$334.4K | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust15.2K sh$196K | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust391 sh$5.1K | 0.00% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust162.1K sh$2.1M | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust40.5K sh$522.9K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds171.4K sh$2.2M | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III924 sh$11.9K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust51.8K sh$669K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust93.4K sh$1.2M | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST103.3K sh$1.3M | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds11.1K sh$143.4K | 0.00% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC79.1K sh$1M | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS126.3K sh$1.6M | 0.00% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC43.1K sh$556.3K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on HE
Company overviewEverything on HE in one place, with the price.SEC filingsWhat HE's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat HE's own officers and directors buy and sell.Executive payWhat HE awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in HE.LobbyingWhat HE spends lobbying Congress, and on what.Federal contractsWhat federal agencies pay HE.