Pinnacle Wealth Planning Services’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Pinnacle Wealth Planning Services’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	$26.7K	Buy	726 +159	+28%	+$5.66K	﹤0.01%	1538
2025 Q4	$17.8K	Buy	+567	New	+$17.9K	﹤0.01%	1773
2021 Q1	–	Sell	-834	Closed	-$53K	–	1024
2020 Q4	$53K	Buy	+834	New	+$42.6K	0.01%	768

Other funds holding HASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's HASI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Hannon Armstrong Sustainable Infrastructure Capital (HASI) stake by 28% in Q1 2026, buying an estimated $5.66K and bringing the position to 726 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Pinnacle Wealth Planning Services first reported a position in HASI in Q4 2020 and has held it in 3 quarters since. The position peaked at $53K in Q4 2020. 387 funds tracked by Wall St. Rank hold HASI as of Q1 2026.

Pinnacle Wealth Planning Services held 726 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $26.7K as of Q1 2026.
Pinnacle Wealth Planning Services bought 159 Hannon Armstrong Sustainable Infrastructure Capital shares in Q1 2026, an estimated $5.66K.
Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1538 holding.
Pinnacle Wealth Planning Services first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q4 2020 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $53K in Q4 2020.
387 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.