Bogart Wealth LLC’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Bogart Wealth LLC’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	$34.2K	Hold	875	–	–	﹤0.01%	636
2026 Q1	$32.2K	Hold	875	–	–	﹤0.01%	606
2025 Q4	$27.5K	Hold	875	–	–	﹤0.01%	603
2025 Q3	$26.9K	Hold	875	–	–	﹤0.01%	592
2025 Q2	$23.5K	Hold	875	–	–	﹤0.01%	590
2025 Q1	$25.6K	Hold	875	–	–	﹤0.01%	532
2024 Q4	$23.5K	Sell	875 -101	-10%	-$3.16K	﹤0.01%	552
2024 Q3	$33.6K	Buy	976 +33	+3%	+$1.06K	﹤0.01%	473
2024 Q2	$27.9K	Buy	943 +68	+8%	+$1.99K	﹤0.01%	484
2024 Q1	$24.9K	Hold	875	–	–	﹤0.01%	480
2023 Q4	$24.1K	Hold	875	–	–	﹤0.01%	477
2023 Q3	$18.6K	Hold	875	–	–	﹤0.01%	490
2023 Q2	$21.9K	Sell	875 -70	-7%	-$1.83K	﹤0.01%	447
2023 Q1	$27K	Hold	945	–	–	﹤0.01%	408
2022 Q4	$27.4K	Hold	945	–	–	﹤0.01%	380
2022 Q3	$28K	Hold	945	–	–	﹤0.01%	387
2022 Q2	$36K	Buy	945 +875	+1,250%	+$34.8K	﹤0.01%	332
2022 Q1	$3K	Hold	70	–	–	﹤0.01%	632
2021 Q4	$4K	Buy	+70	New	+$4.04K	﹤0.01%	582

Other funds holding HASI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bogart Wealth LLC's HASI Position: Q2 2026 in Review

Bogart Wealth LLC held its Hannon Armstrong Sustainable Infrastructure Capital (HASI) position steady in Q2 2026 at 875 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Bogart Wealth LLC first reported a position in HASI in Q4 2021 and has held it in 19 quarters since. The position peaked at $36K in Q2 2022. 407 funds tracked by Wall St. Rank hold HASI as of Q2 2026.

Bogart Wealth LLC held 875 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $34.2K as of Q2 2026.
Bogart Wealth LLC left its Hannon Armstrong Sustainable Infrastructure Capital share count unchanged in Q2 2026.
Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #636 holding.
Bogart Wealth LLC first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q4 2021 and has held it in 19 quarters since.
Bogart Wealth LLC's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $36K in Q2 2022.
407 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.