Kovitz Investment Group Partners’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-8,276	Closed	-$254K	–	816
2025 Q3	$254K	Hold	8,276	–	–	﹤0.01%	1256
2025 Q2	$222K	Hold	8,276	–	–	﹤0.01%	1242
2025 Q1	$242K	Sell	8,276 -64	-0.8%	-$1.81K	﹤0.01%	1116
2024 Q4	$224K	Hold	8,340	–	–	﹤0.01%	1130
2024 Q3	$288K	Buy	8,340 +275	+3%	+$8.84K	﹤0.01%	882
2024 Q2	$239K	Hold	8,065	–	–	﹤0.01%	771
2024 Q1	$229K	Buy	8,065 +65	+0.8%	+$1.63K	﹤0.01%	617
2023 Q4	$221K	Buy	+8,000	New	+$174K	﹤0.01%	392
2023 Q3	–	Sell	-8,000	Closed	-$200K	–	400
2023 Q2	$200K	Buy	+8,000	New	+$210K	﹤0.01%	399

Other funds holding HASI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's HASI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q4 2025, closing a stake of 8,276 shares — an estimated $254K sold.

Kovitz Investment Group Partners first reported a position in HASI in Q2 2023 and held it in 9 quarters. The position peaked at $288K in Q3 2024. 372 funds tracked by Wall St. Rank hold HASI as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 8,276 Hannon Armstrong Sustainable Infrastructure Capital shares in Q4 2025, an estimated $254K.
Kovitz Investment Group Partners first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q2 2023 and held it in 9 quarters.
Kovitz Investment Group Partners's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $288K in Q3 2024.
372 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.