CTWM
HASI icon

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

Cherry Tree 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
Q1 		$5.55K Hold
151
– – ﹤0.01% 478
2025
Q4 		$4.75K Hold
151
– – ﹤0.01% 490
2025
Q3 		$4.64K Hold
151
– – ﹤0.01% 477
2025
Q2 		$4.06K Hold
151
– – ﹤0.01% 497
2025
Q1 		$4.42K Hold
151
– – ﹤0.01% 549
2024
Q4 		$4.05K Sell
151
-36
-19% -$1.13K ﹤0.01% 498
2024
Q3 		$6.45K Hold
187
– – ﹤0.01% 461
2024
Q2 		$5.54K Hold
187
– – ﹤0.01% 452
2024
Q1 		$5.31K Buy
187
+64
+52% +$1.6K ﹤0.01% 436
2023
Q4 		$3.39K Hold
123
– – ﹤0.01% 462
2023
Q3 		$2.61K Buy
123
+16
+15% +$384 ﹤0.01% 465
2023
Q2 		$2.67K Buy
+107
New +$2.8K ﹤0.01% 470

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
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

Cherry Tree Wealth Management's HASI Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Hannon Armstrong Sustainable Infrastructure Capital (HASI) position steady in Q1 2026 at 151 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Cherry Tree Wealth Management first reported a position in HASI in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.45K in Q3 2024. 387 funds tracked by Wall St. Rank hold HASI as of Q1 2026.

  • Cherry Tree Wealth Management held 151 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $5.55K as of Q1 2026.
  • Cherry Tree Wealth Management left its Hannon Armstrong Sustainable Infrastructure Capital share count unchanged in Q1 2026.
  • Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #478 holding.
  • Cherry Tree Wealth Management first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $6.45K in Q3 2024.
  • 387 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.