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EWA
EverSource Wealth Advisors’s
Hannon Armstrong Sustainable Infrastructure Capital
HASI
Stock Holding History
EverSource Wealth Advisors’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
$34K
Buy
924
+231
+33%
+$8.22K
﹤0.01%
2172
2025
Q4
$21.8K
Sell
693
-153
-18%
-$4.82K
﹤0.01%
2332
2025
Q3
$26K
Buy
846
+92
+12%
+$2.54K
﹤0.01%
2157
2025
Q2
$20.3K
Buy
754
+169
+29%
+$4.38K
﹤0.01%
2277
2025
Q1
$17.1K
Buy
585
+63
+12%
+$1.78K
﹤0.01%
1780
2024
Q4
$14K
Buy
522
+8
+2%
+$250
﹤0.01%
1829
2024
Q3
$17.7K
Hold
514
–
–
﹤0.01%
1553
2024
Q2
$16.9K
Buy
514
+14
+3%
+$409
﹤0.01%
1588
2024
Q1
$12.5K
Buy
500
+36
+8%
+$901
﹤0.01%
1583
2023
Q4
$12.8K
Sell
464
-115
-20%
-$2.5K
﹤0.01%
1450
2023
Q3
$12.3K
Sell
579
-12
-2%
-$288
﹤0.01%
1338
2023
Q2
$14.8K
Buy
591
+169
+40%
+$4.43K
﹤0.01%
1268
2023
Q1
$12.1K
Buy
422
+242
+134%
+$7.65K
﹤0.01%
1273
2022
Q4
$5.22K
Buy
180
+114
+173%
+$3.32K
﹤0.01%
1587
2022
Q3
$2K
Buy
+66
New
+$2.46K
﹤0.01%
1670
Other funds holding HASI
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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