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Perigon Wealth Management’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Perigon Wealth Management’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 		$1.08M Sell
29,300
-1,348
-4% -$48K 0.02% 513
2025
Q4 		$963K Buy
30,648
+1,476
+5% +$46.5K 0.02% 566
2025
Q3 		$896K Buy
29,172
+805
+3% +$22.2K 0.02% 545
2025
Q2 		$762K Buy
28,367
+85
+0.3% +$2.2K 0.02% 552
2025
Q1 		$827K Sell
28,282
-2,079
-7% -$58.9K 0.02% 498
2024
Q4 		$855K Sell
30,361
-1,387
-4% -$43.4K 0.02% 489
2024
Q3 		$1.09M Buy
31,748
+1,053
+3% +$33.9K 0.03% 409
2024
Q2 		$909K Sell
30,695
-283
-0.9% -$8.27K 0.03% 393
2024
Q1 		$880K Sell
30,978
-640
-2% -$16K 0.03% 400
2023
Q4 		$872K Buy
31,618
+59
+0.2% +$1.28K 0.03% 368
2023
Q3 		$669K Sell
31,559
-1,382
-4% -$33.2K 0.03% 385
2023
Q2 		$824K Buy
+32,941
New +$863K 0.03% 351
2022
Q4 		– Sell
-10,236
Closed -$306K – 699
2022
Q3 		$306K Buy
+10,236
New +$382K 0.03% 417
2017
Q2 		– Sell
-19,502
Closed -$394K – 598
2017
Q1 		$394K Buy
19,502
+1,937
+11% +$37.2K 0.08% 194
2016
Q4 		$348K Buy
+17,565
New +$362K 0.08% 203

Other funds holding HASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perigon Wealth Management's HASI Position: Q1 2026 in Review

Perigon Wealth Management reduced its Hannon Armstrong Sustainable Infrastructure Capital (HASI) stake by 4.4% in Q1 2026, selling an estimated $48K and leaving 29,300 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #513.

Perigon Wealth Management first reported a position in HASI in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2024. 387 funds tracked by Wall St. Rank hold HASI as of Q1 2026.

  • Perigon Wealth Management held 29,300 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $1.08M as of Q1 2026.
  • Perigon Wealth Management sold 1,348 Hannon Armstrong Sustainable Infrastructure Capital shares in Q1 2026, an estimated $48K.
  • Hannon Armstrong Sustainable Infrastructure Capital made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #513 holding.
  • Perigon Wealth Management first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q4 2016 and has held it in 15 quarters since.
  • Perigon Wealth Management's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $1.09M in Q3 2024.
  • 387 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.