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Bernard Wealth Management’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Bernard Wealth Management’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
2026
Q2 		$821 Hold
21
– – ﹤0.01% 296
2026
Q1 		$772 Hold
21
– – ﹤0.01% 317
2025
Q4 		$661 Hold
21
– – ﹤0.01% 315
2025
Q3 		$645 Hold
21
– – ﹤0.01% 306
2025
Q2 		$565 Sell
21
-21
-50% -$544 ﹤0.01% 290
2025
Q1 		$1.23K Hold
42
– – ﹤0.01% 342
2024
Q4 		$1.13K Buy
+42
New +$1.31K ﹤0.01% 280

Other funds holding HASI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bernard Wealth Management's HASI Position: Q2 2026 in Review

Bernard Wealth Management held its Hannon Armstrong Sustainable Infrastructure Capital (HASI) position steady in Q2 2026 at 21 shares worth $821. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Bernard Wealth Management first reported a position in HASI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23K in Q1 2025. 406 funds tracked by Wall St. Rank hold HASI as of Q2 2026.

  • Bernard Wealth Management held 21 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $821 as of Q2 2026.
  • Bernard Wealth Management left its Hannon Armstrong Sustainable Infrastructure Capital share count unchanged in Q2 2026.
  • Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Bernard Wealth Management first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $1.23K in Q1 2025.
  • 406 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.