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Invesco Ltd.: HE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invesco Ltd. on HE, newest first. How the timeline and the estimate are built.

Invesco Ltd. held 2,662,995 HE 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 2,662,995 shares
    Change vs previous 13F +643,695 shares

    <0.01% of the 13F portfolio, value $36,030,322.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 2,019,300 shares
    Change vs previous 13F +1,337,264 shares

    <0.01% of the 13F portfolio, value $29,966,413.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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/A 682,036 shares
    Change vs previous 13F +420,560 shares

    <0.01% of the 13F portfolio, value $8,389,043.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    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 261,476 shares
    Change vs previous 13F +12,833 shares

    <0.01% of the 13F portfolio, value $2,886,695.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    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 248,643 shares
    Change vs previous 13F +16,098 shares

    <0.01% of the 13F portfolio, value $2,643,076.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    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 232,545 shares
    Change vs previous 13F +7,706 shares

    <0.01% of the 13F portfolio, value $2,546,368.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    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 224,839 shares
    Change vs previous 13F +28,141 shares

    <0.01% of the 13F portfolio, value $2,187,683.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    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 196,698 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,904,037.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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