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Disclosery

Rafferty Asset Management, LLC: HEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on HEI, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 7,521 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,521 shares
    Change vs previous 13F -2,721 shares

    0.01% of the 13F portfolio, value $2,678,905.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,242 shares
    Change vs previous 13F +1,003 shares

    0.01% of the 13F portfolio, value $2,808,356.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,239 shares
    Change vs previous 13F -509 shares

    0.01% of the 13F portfolio, value $2,989,648.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,748 shares
    Change vs previous 13F -662 shares

    0.01% of the 13F portfolio, value $3,146,849.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,410 shares
    Change vs previous 13F +1,753 shares

    0.01% of the 13F portfolio, value $3,414,480.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,657 shares
    Change vs previous 13F -1,208 shares

    0.01% of the 13F portfolio, value $2,313,064.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,865 shares
    Change vs previous 13F +1,122 shares

    0.01% of the 13F portfolio, value $2,345,305.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,743 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,286,120.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).