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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
Q2 		$24.7K Sell
633
-291
-31% -$11.6K ﹤0.01% 2275
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
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
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

EverSource Wealth Advisors's HASI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Hannon Armstrong Sustainable Infrastructure Capital (HASI) stake by 31% in Q2 2026, selling an estimated $11.6K and leaving 633 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

EverSource Wealth Advisors first reported a position in HASI in Q3 2022 and has held it in 16 quarters since. The position peaked at $34K in Q1 2026. 407 funds tracked by Wall St. Rank hold HASI as of Q2 2026.

  • EverSource Wealth Advisors held 633 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $24.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 291 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2026, an estimated $11.6K.
  • Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2275 holding.
  • EverSource Wealth Advisors first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $34K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2026.

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