Position in HE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$198,146
-$7,331,491 QoQ
Shares Held
14,645
-97.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 335 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CSM Advisors, LLC holds $74,360,613 across 8 Utilities - Regulated Electric names. HE ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
216,822 | $27,445,328 | |
| 2 | NEE |
Nextera Energy Inc
|
308,846 | $27,107,413 | |
| 3 | EIX |
Edison International
|
225,416 | $16,782,221 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
17,122 | $1,226,277 | |
| 5 | POR |
Portland General Electric Co /Or/
|
20,483 | $1,061,633 | |
| 6 | MGEE |
Mge Energy Inc
|
3,960 | $322,898 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,670 | $216,697 | |
| 8 | HE |
Hawaiian Electric Industries Inc
This page
|
14,645 | $198,146 |
All Filings in HE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,146 | 14,645 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,529,637 | 507,388 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,570,133 | 615,458 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,240,945 | 565,303 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,440,508 | 511,807 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||