13 institutions reported holding $15.1M of HAWAIIAN ELEC INDS INC MTN B (HE) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($13.5M), Assenagon Asset Management S.A. ($821,474), GAMMA Investing LLC ($246,611), Versant Capital Management, Inc ($241,619), Byrne Asset Management LLC ($204,303). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $13.5M | 996,265 | Added |
| 2 | Assenagon Asset Management S.A. | $821,474 | 60,715 | Trimmed |
| 3 | GAMMA Investing LLC | $246,611 | 18,227 | Trimmed |
| 4 | Versant Capital Management, Inc | $241,619 | 17,858 | Trimmed |
| 5 | Byrne Asset Management LLC | $204,303 | 15,100 | New |
| 6 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $60,885 | 4,500 | Hold |
| 7 | Cedar Mountain Advisors, LLC | $10,716 | 792 | Trimmed |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $4,709 | 348 | Added |
| 9 | MJT & Associates Financial Advisory Group, Inc. | $3,329 | 246 | Hold |
| 10 | CoreCap Advisors, LLC | $3,247 | 240 | New |
| 11 | Kozak & Associates, Inc. | $2,789 | 208 | Hold |
| 12 | Hilltop National Bank | $2,706 | 200 | Hold |
| 13 | Central Pacific Bank - Trust Division | $419 | 31 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30