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HE · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

HED
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HE
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterHED
Q3 20207 holders, $77m20 holders, $8.7bn
Q4 20206 holders, $87m28 holders, $7.2bn
Q1 20215 holders, $83m26 holders, $7.4bn
Q2 20214 holders, $42m21 holders, $7.5bn
Q3 20212 holders, $26m16 holders, $7.2bn
Q4 20212 holders, $21m18 holders, $8.2bn
Q1 20224 holders, $27m19 holders, $9.3bn
Q2 20224 holders, $22m20 holders, $9.3bn
Q3 20222 holders, $4.7m17 holders, $7.5bn
Q4 20224 holders, $39m24 holders, $6.3bn
Q1 20232 holders, $4.4m19 holders, $6.1bn
Q2 20233 holders, $3.2m12 holders, $5.7bn
Q3 20235 holders, $130m12 holders, $5.4bn
Q4 20239 holders, $158m15 holders, $6.4bn
Q1 20247 holders, $113m10 holders, $6.5bn
Q2 20247 holders, $120m9 holders, $6.2bn
Q3 20245 holders, $65m14 holders, $7.4bn
Q4 20243 holders, $47m13 holders, $6.5bn
Q1 20255 holders, $55m16 holders, $7.0bn
Q2 20252 holders, $16m10 holders, $8.8bn
Q3 20251 holders, $681k8 holders, $9.8bn
Q4 20253 holders, $9.7m12 holders, $10.5bn
Q1 20264 holders, $15m11 holders, $10.4bn
Q2 20264 holders, $12m13 holders, $12.4bn
HE

Hawaiian Elec Industries

Holders
5
Reported value
$65m
Buyers
3
Sellers
2

Breadth +1 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
14
Reported value
$7.4bn
Buyers
7
Sellers
7

Breadth 0 among 94 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q3 2024

Among the 19 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only HE (5)

Caxton Associates LLP, Marshall Wace LLP, PDT Partners LLC, Third Point LLC, Voloridge Investment Management LLC

Only D (14)

Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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