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CSM Advisors, LLC

SEC CIK
0001863523
Latest filing
Aug 14, 2026

HE holding history

Hawaiian Electric Industries Inc in every 13F filed by CSM Advisors, 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 (Q2 2026)
14,645
Value
$198.0K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of HE by CSM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,645$198.0K<0.1%−492,743−97.1%ReducedHolders
Q1 2026507,388$7.53M0.2%−108,070−17.6%ReducedHolders
Q4 2025615,458$7.57M0.2%+50,155+8.9%AddedHolders
Q3 2025565,303$6.24M0.2%+53,496+10.5%AddedHolders
Q2 2025511,807$5.44M0.2%+511,807NewHolders