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Heritage Wealth Advisors’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Heritage 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
2025
Q3 		– Sell
-300
Closed -$8.06K – 586
2025
Q2 		$8.06K Hold
300
– – ﹤0.01% 435
2025
Q1 		$8.77K Hold
300
– – ﹤0.01% 425
2024
Q4 		$8.05K Hold
300
– – ﹤0.01% 460
2024
Q3 		$10.3K Buy
+300
New +$9.65K ﹤0.01% 442

Other funds holding HASI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Advisors's HASI Position: Q3 2025 in Review

Heritage Wealth Advisors sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q3 2025, closing a stake of 300 shares — an estimated $8.06K sold.

Heritage Wealth Advisors first reported a position in HASI in Q3 2024 and held it in 4 quarters. The position peaked at $10.3K in Q3 2024. 356 funds tracked by Wall St. Rank hold HASI as of Q3 2025.

  • Heritage Wealth Advisors reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 300 Hannon Armstrong Sustainable Infrastructure Capital shares in Q3 2025, an estimated $8.06K.
  • Heritage Wealth Advisors first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q3 2024 and held it in 4 quarters.
  • Heritage Wealth Advisors's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $10.3K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q3 2025.

Based on Heritage Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.