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Capital Advisors, Ltd. LLC

SEC CIK
0001597878
Latest filing
Jul 16, 2026

HE holding history

Hawaiian Electric Industries Inc in every 13F filed by Capital Advisors, Ltd. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HE overviewAll 13F holders of HEFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2021
Holdings of HE by Capital Advisors, Ltd. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−62−100.0%Sold outHolders
Q4 202462$1.00K<0.1%−63−50.4%ReducedHolders
Q3 2024125$1.00K<0.1%+4+3.3%AddedHolders
Q2 2024121$1.00K<0.1%−620−83.7%ReducedHolders
Q1 2024741$8.00K<0.1%+600+425.5%AddedHolders
Q4 2023141$2.00K<0.1%−101−41.7%ReducedHolders
Q3 2023242$3.00K<0.1%−100−29.2%ReducedHolders
Q2 2023342$12.0K<0.1%+23+7.2%AddedHolders
Q1 2023319$12.0K<0.1%−564−63.9%ReducedHolders
Q4 2022883$12.0K<0.1%+750+563.9%AddedHolders
Q3 2022133$5.00K<0.1%00.0%UnchangedHolders
Q2 2022133$5.00K<0.1%00.0%UnchangedHolders
Q1 2022133$6.00K<0.1%00.0%UnchangedHolders
Q4 2021133$6.00K<0.1%+133NewHolders