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CSM Advisors’s Hawaiian Electric Industries HE Stock Holding History

CSM Advisors’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$198K Sell
14,645
-492,743
-97% -$7.02M ﹤0.01% 406
2026
Q1 		$7.53M Sell
507,388
-108,070
-18% -$1.63M 0.19% 130
2025
Q4 		$7.57M Buy
615,458
+50,155
+9% +$581K 0.21% 104
2025
Q3 		$6.24M Buy
565,303
+53,496
+10% +$609K 0.17% 135
2025
Q2 		$5.44M Buy
+511,807
New +$5.34M 0.16% 165

Other funds holding HE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CSM Advisors's HE Position: Q2 2026 in Review

CSM Advisors reduced its Hawaiian Electric Industries (HE) stake by 97% in Q2 2026, selling an estimated $7.02M and leaving 14,645 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

CSM Advisors first reported a position in HE in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.57M in Q4 2025. 337 funds tracked by Wall St. Rank hold HE as of Q2 2026.

  • CSM Advisors held 14,645 shares of Hawaiian Electric Industries worth $198K as of Q2 2026.
  • CSM Advisors sold 492,743 Hawaiian Electric Industries shares in Q2 2026, an estimated $7.02M.
  • Hawaiian Electric Industries made up ﹤0.01% of CSM Advisors's portfolio in Q2 2026, its #406 holding.
  • CSM Advisors first reported a position in Hawaiian Electric Industries in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Hawaiian Electric Industries position peaked at $7.57M in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.