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

Physician 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
Q1 		$7.9K Buy
215
+15
+8% +$534 ﹤0.01% 868
2025
Q4 		$6.29K Hold
200
– – ﹤0.01% 901
2025
Q3 		$6.14K Hold
200
– – ﹤0.01% 875
2025
Q2 		$5.37K Hold
200
– – ﹤0.01% 778
2025
Q1 		$5.85K Hold
200
– – ﹤0.01% 713
2024
Q4 		$5.37K Buy
+200
New +$6.25K ﹤0.01% 725

Other funds holding HASI

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $653B AUM 32.41% 1-Year Est. Return