Carson Wealth (CWM LLC)
HASI icon

Carson Wealth (CWM LLC)’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Carson Wealth (CWM 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
Q1 		$225K Buy
6,111
+88
+1% +$3.13K ﹤0.01% 2636
2025
Q4 		$189K Buy
6,023
+1,392
+30% +$43.8K ﹤0.01% 2617
2025
Q3 		$142K Buy
4,631
+79
+2% +$2.18K ﹤0.01% 2712
2025
Q2 		$122K Buy
4,552
+501
+12% +$13K ﹤0.01% 2555
2025
Q1 		$118K Buy
4,051
+383
+10% +$10.8K ﹤0.01% 2282
2024
Q4 		$98K Sell
3,668
-649
-15% -$20.3K ﹤0.01% 2294
2024
Q3 		$149K Sell
4,317
-216
-5% -$6.95K ﹤0.01% 1936
2024
Q2 		$134K Buy
4,533
+750
+20% +$21.9K ﹤0.01% 1800
2024
Q1 		$107K Buy
3,783
+114
+3% +$2.85K ﹤0.01% 1839
2023
Q4 		$101K Buy
3,669
+58
+2% +$1.26K ﹤0.01% 1765
2023
Q3 		$77K Buy
3,611
+1,642
+83% +$39.4K ﹤0.01% 1796
2023
Q2 		$49K Buy
1,969
+490
+33% +$12.8K ﹤0.01% 2003
2023
Q1 		$42K Sell
1,479
-18
-1% -$569 ﹤0.01% 1987
2022
Q4 		$43K Buy
1,497
+183
+14% +$5.33K ﹤0.01% 1818
2022
Q3 		$39K Buy
1,314
+110
+9% +$4.1K ﹤0.01% 1787
2022
Q2 		$46K Buy
1,204
+423
+54% +$16.8K ﹤0.01% 1663
2022
Q1 		$37K Buy
781
+249
+47% +$11.1K ﹤0.01% 1749
2021
Q4 		$28K Buy
+532
New +$30.7K ﹤0.01% 1807
2021
Q2 		$2K Hold
32
– – ﹤0.01% 2658
2021
Q1 		$2K Hold
32
– – ﹤0.01% 2658
2020
Q4 		$2K Hold
32
– – ﹤0.01% 2657
2020
Q3 		$2K Hold
32
– – ﹤0.01% 2656
2020
Q2 		$2K Hold
32
– – ﹤0.01% 2655
2020
Q1 		$2K Hold
32
– – ﹤0.01% 2655
2019
Q4 		$2K Hold
32
– – ﹤0.01% 2655
2019
Q3 		$2K Hold
32
– – ﹤0.01% 2655
2019
Q2 		$2K Hold
32
– – ﹤0.01% 2655
2019
Q1 		$2K Buy
+32
New +$751 ﹤0.01% 2654

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Carson Wealth (CWM LLC)'s HASI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hannon Armstrong Sustainable Infrastructure Capital (HASI) stake by 1.5% in Q1 2026, buying an estimated $3.13K and bringing the position to 6,111 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

Carson Wealth (CWM LLC) first reported a position in HASI in Q1 2019 and has held it in 28 quarters since. 387 funds tracked by Wall St. Rank hold HASI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,111 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $225K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 88 Hannon Armstrong Sustainable Infrastructure Capital shares in Q1 2026, an estimated $3.13K.
  • Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2636 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q1 2019 and has held it in 28 quarters since.
  • 387 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.