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Avantax Advisory Services’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Avantax Advisory Services’s Portfolio HASI Stock Details HASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$323K Sell
12,007
-781
-6% -$20.2K ﹤0.01% 1850
2025
Q1 		$374K Buy
12,788
+738
+6% +$20.9K ﹤0.01% 1689
2024
Q4 		$323K Buy
12,050
+983
+9% +$30.7K ﹤0.01% 1734
2024
Q3 		$381K Sell
11,067
-339
-3% -$10.9K ﹤0.01% 1592
2024
Q2 		$338K Buy
11,406
+1,037
+10% +$30.3K ﹤0.01% 1615
2024
Q1 		$294K Sell
10,369
-719
-6% -$18K ﹤0.01% 1304
2023
Q4 		$306K Sell
11,088
-3,911
-26% -$85.2K ﹤0.01% 1225
2023
Q3 		$318K Buy
14,999
+1,134
+8% +$27.2K ﹤0.01% 1164
2023
Q2 		$347K Buy
13,865
+265
+2% +$6.94K ﹤0.01% 1107
2023
Q1 		$389K Buy
13,600
+1,844
+16% +$58.3K ﹤0.01% 1020
2022
Q4 		$341K Sell
11,756
-178
-1% -$5.18K ﹤0.01% 1037
2022
Q3 		$357K Buy
11,934
+1,097
+10% +$40.9K 0.01% 920
2022
Q2 		$410K Buy
10,837
+3,578
+49% +$142K 0.01% 865
2022
Q1 		$344K Buy
7,259
+327
+5% +$14.6K ﹤0.01% 942
2021
Q4 		$368K Buy
6,932
+109
+2% +$6.3K 0.01% 880
2021
Q3 		$366K Sell
6,823
-6,650
-49% -$379K 0.01% 833
2021
Q2 		$757K Sell
13,473
-70
-0.5% -$3.64K 0.01% 552
2021
Q1 		$763K Buy
13,543
+4,729
+54% +$285K 0.02% 493
2020
Q4 		$557K Sell
8,814
-1,096
-11% -$56K 0.01% 526
2020
Q3 		$420K Buy
+9,910
New +$370K 0.01% 870

Other funds holding HASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's HASI Position: Q2 2025 in Review

Avantax Advisory Services reduced its Hannon Armstrong Sustainable Infrastructure Capital (HASI) stake by 6.1% in Q2 2025, selling an estimated $20.2K and leaving 12,007 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Avantax Advisory Services first reported a position in HASI in Q3 2020 and has held it in 20 quarters since. The position peaked at $763K in Q1 2021. 352 funds tracked by Wall St. Rank hold HASI as of Q2 2025.

  • Avantax Advisory Services held 12,007 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $323K as of Q2 2025.
  • Avantax Advisory Services sold 781 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2025, an estimated $20.2K.
  • Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1850 holding.
  • Avantax Advisory Services first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q3 2020 and has held it in 20 quarters since.
  • Avantax Advisory Services's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $763K in Q1 2021.
  • 352 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.