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Optimize Financial’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Optimize Financial’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
-13,341
Closed -$358K – 377
2025
Q2 		$358K Sell
13,341
-94
-0.7% -$2.44K 0.22% 140
2025
Q1 		$393K Buy
13,435
+3,000
+29% +$85K 0.15% 107
2024
Q4 		$280K Buy
+10,435
New +$326K 0.21% 145

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 $3.37T AUM 44.26% 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

Optimize Financial's HASI Position: Q3 2025 in Review

Optimize Financial sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q3 2025, closing a stake of 13,341 shares — an estimated $358K sold.

Optimize Financial first reported a position in HASI in Q4 2024 and held it in 3 quarters. The position peaked at $393K in Q1 2025. 356 funds tracked by Wall St. Rank hold HASI as of Q3 2025.

  • Optimize Financial reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 13,341 Hannon Armstrong Sustainable Infrastructure Capital shares in Q3 2025, an estimated $358K.
  • Optimize Financial first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $393K in Q1 2025.
  • 356 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.