HE β€” HAWAIIAN ELECTRIC INDUSTRIES

Ownership history in Lesa Sroufe & Co  Β·  4 quarters on record

AI Ownership Summary

Lesa Sroufe & Co reported HAWAIIAN ELECTRIC INDUSTRIES (HE) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.99% in 2025 Q1. The latest visible filing shows HE at 1.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lesa Sroufe & Co's position in HAWAIIAN ELECTRIC INDUSTRIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HE was reported at 1.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.99% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lesa Sroufe & Co held HE β€” position size vs. price
% of Fund (quarterly)    HE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 190,827 +161 +0.1% 1.75% $2.3M 2026-02-14 (Est.) $16.82
2025 Q3 ADDED 190,666 +2,093 +1.1% 1.70% $2.1M 2025-10-23 $11.65
2025 Q2 ADDED 188,573 +6,453 +3.5% 1.84% $2.0M 2025-07-29 $10.74
2025 Q1 INITIATED 182,120 β€” β€” 1.99% $2.0M 2025-04-18 $10.45

FAQ About Lesa Sroufe & Co and HE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lesa Sroufe & Co reported owning HE?

Lesa Sroufe & Co reported HE across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported HE position in Lesa Sroufe & Co's portfolio?

The largest reported portfolio weight for HE was 1.99% in 2025 Q1.

What is the latest reported HE position on this page?

The most recent filing on this page is 2025 Q4, when Lesa Sroufe & Co reported 190,827 shares, equal to 1.75% of portfolio, with an estimated market value of $2.3M.

What does the chart on this HE ownership page compare?

The chart compares Lesa Sroufe & Co's quarterly HE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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