Hawaiian Electric Industries, Inc.
US ˙ NYSE ˙ US4198701009

SecurityHE / Hawaiian Electric Industries, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,655,180 shares
Latest Disclosed Value $ 39,402,898
Morgan Stanley reports 26.27% decrease in ownership of HE / Hawaiian Electric Industries, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,655,180 shares of Hawaiian Electric Industries, Inc. (US:HE) valued at $39,402,871 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 3,600,987 shares of Hawaiian Electric Industries, Inc.. This represents a change in shares of -26.27% during the quarter. The current value of the position is $35,526,308 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F HAWAIIAN ELEC INDS INC MTN B COM 419870100 2,655,180 -945,807 -26.27 39,403 -11.04 0.0024
2026-05-27 2025-12-31 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 3,600,987 1,233,690 52.11 44,292 69.48 0.0026
2026-02-13 2025-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 3,600,987 1,233,690 44,292 0.0026
2026-05-27 2025-09-30 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 2,367,297 654,820 38.24 26,135 43.57 0.0016
2025-11-14 2025-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 2,367,297 654,820 26,135 0.0016
2025-08-15 2025-06-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 1,712,477 -85,438 -4.75 18,204 -7.54 0.0012
2025-05-15 2025-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 1,797,915 -503,951 -21.89 19,687 -12.10 0.0014
2025-05-15 2024-12-31 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 2,301,866 300,478 15.01 22,397 15.61 0.0016
2025-02-14 2024-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 2,301,866 300,478 22,397 0.0016
2025-05-14 2024-09-30 13F/A-2 HAWAIIAN ELEC INDUSTRIES COM 419870100 2,001,388 -664,757 -24.93 19,373 -19.44 0.0014
2025-02-14 2024-09-30 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 2,001,388 -664,757 19,373 0.0014
2024-11-14 2024-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 2,001,388 -664,757 19,373 0.0014
2025-05-14 2024-06-30 13F/A-2 HAWAIIAN ELEC INDUSTRIES COM 419870100 2,666,145 -1,460,174 -35.39 24,049 -48.29 0.0019
2024-10-17 2024-06-30 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 2,666,145 -1,460,174 24,049 0.0019
2024-08-14 2024-06-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 2,666,145 -1,460,174 24,049 0.0019
2024-10-17 2024-03-31 13F/A-2 HAWAIIAN ELEC INDUSTRIES COM 419870100 4,126,319 -492,715 -10.67 46,504 -29.05 0.0037
2024-08-16 2024-03-31 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 4,126,319 -492,715 46,504 0.0004
2024-05-15 2024-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 4,126,319 -492,715 46,504 0.0037
2024-08-16 2023-12-31 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 4,619,034 2,407,384 108.85 65,544 140.75 0.0058
2024-02-13 2023-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 4,619,034 2,407,384 65,544 0.0058
2023-11-15 2023-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 2,211,650 1,561,737 240.30 27,225 15.72 0.0028
2023-08-14 2023-06-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 649,913 73,528 12.76 23,527 6.29 0.0023
2023-05-15 2023-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 576,385 -5,452 -0.94 22,133 -9.10 0.0024
2023-02-14 2022-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 581,837 56,070 10.66 24,350 33.62 0.0028
2022-11-14 2022-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 525,767 -289,498 -35.51 18,223 -45.35 0.0025
2022-10-27 2022-06-30 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 815,265 544,028 200.57 33,345 190.56 0.0043
2022-08-15 2022-06-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 815,265 544,028 33,345 0.0009
2022-10-27 2022-03-31 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 271,237 -14,662 -5.13 11,476 -3.28 0.0015
2022-05-13 2022-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 271,237 -14,662 11,476 0.0015
2022-02-14 2021-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 285,899 -24,327 -7.84 11,865 -6.32 0.0015
2021-11-15 2021-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 310,226 48,601 18.58 12,666 14.50 0.0017
2021-08-23 2021-06-30 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 261,625 64,311 32.59 11,062 26.19 0.0015
2021-08-16 2021-06-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 261,625 64,311 11,062 0.0003
2021-05-17 2021-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 197,314 -106,320 -35.02 8,766 -18.41 0.0013
2021-02-16 2020-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 303,634 76,763 33.84 10,744 42.47 0.0017
2020-11-13 2020-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 226,871 87,305 62.55 7,541 49.80 0.0015
2020-08-14 2020-06-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 139,566 -37,395 -21.13 5,034 -33.92 0.0011
2020-05-26 2020-03-31 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 176,961 -52,302 -22.81 7,618 -29.10 0.0021
2020-05-15 2020-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 176,961 -52,302 7,618 585.2212
2020-02-14 2019-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 229,263 45,733 24.92 10,744 28.35 0.0025
2019-11-14 2019-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 183,530 18,296 11.07 8,371 16.33 0.0022
2019-08-14 2019-06-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 165,234 12,853 8.43 7,196 15.82 0.0019
2019-05-15 2019-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 152,381 8,487 5.90 6,213 17.92 0.0018
2019-02-14 2018-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 143,894 -73,078 -33.68 5,269 -31.76 0.0016
2019-04-23 2018-09-30 13F/A-2 HAWAIIAN ELEC INDUSTRIES COM 419870100 216,972 -24,517 -10.15 7,721 -6.78 0.0019
2018-11-20 2018-09-30 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 216,972 0 7,721 0.0019
2018-11-14 2018-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 216,972 -24,517 7,721
2019-04-23 2018-06-30 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 241,489 -117,662 -32.76 8,283 -32.92 0.0022
2018-08-14 2018-06-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 241,489 -117,662 8,283
2019-04-23 2018-03-31 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 359,151 24,003 7.16 12,348 1.91 0.0034
2018-05-14 2018-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 359,151 24,003 12,348
2019-04-23 2017-12-31 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 335,148 -90,680 -21.29 12,116 -14.73 0.0033
2018-02-14 2017-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 335,148 -90,680 12,116
2017-11-14 2017-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 425,828 -114,541 -21.20 14,209 -18.79 0.0043
2017-08-11 2017-06-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 540,369 -53,236 -8.97 17,497 -11.51 0.0053
2017-05-22 2017-03-31 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 593,605 293,329 97.69 19,772 99.13 0.0061
2017-05-12 2017-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 593,605 19,772
2017-02-22 2016-12-31 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 300,276 -295,801 -49.62 9,929 -44.20 0.0032
2017-02-13 2016-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 300,276 9,929
2016-11-10 2016-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 596,077 -239,349 -28.65 17,793 -35.05 0.0061
2016-08-12 2016-06-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 835,426 -8,542 -1.01 27,394 0.18 0.0099
2016-05-12 2016-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 843,968 -547,633 -39.35 27,345 -32.12 0.0105
2016-02-09 2015-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 1,391,601 135,810 10.81 40,287 11.82 0.0146
2016-02-08 2015-09-30 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 1,255,791 -233,268 -15.67 36,029 -18.62 0.0133
2015-11-09 2015-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 1,255,791 36,029
2015-08-12 2015-06-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 1,489,059 10,935 0.74 44,270 -6.75 0.0153
2015-05-14 2015-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 1,478,124 874,525 144.89 47,477 134.94 0.0175
2015-02-13 2014-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 603,599 158,905 35.73 20,208 71.17 0.0074
2014-12-16 2014-09-30 13F/A-1 HAWAIIAN ELEC INDUSTRIES COM 419870100 444,694 113,496 34.27 11,806 40.23 0.0045
2014-11-14 2014-09-30 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 444,694 11,806
2014-05-13 2014-03-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 331,198 2,635 0.80 8,419 -1.67 0.0035
2014-02-13 2013-12-31 13F HAWAIIAN ELEC INDUSTRIES COM 419870100 328,563 53,342 19.38 8,562 23.94 0.0036
2013-11-13 2013-09-30 13F HAWAIIAN ELEC INDS INC COM COM 419870100 275,221 16,012 6.18 6,908 5.30 0.0033
2013-08-08 2013-06-30 13F HAWAIIAN ELEC INDS INC COM COM 419870100 259,209 259,209 6,560 0.0033
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.