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

Plan Group 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
2026 Q3	$303K	Sell	8,496 -2,199	-21%	-$84.9K	0.06%	177
2026 Q2	$418K	Sell	10,695 -4,220	-28%	-$169K	0.09%	138
2026 Q1	$548K	Sell	14,915 -2,232	-13%	-$79.4K	0.13%	120
2025 Q4	$539K	Sell	17,147 -4,880	-22%	-$154K	0.14%	114
2025 Q3	$676K	Sell	22,027 -1,037	-4%	-$28.6K	0.18%	106
2025 Q2	$619K	Buy	23,064 +5,154	+29%	+$134K	0.2%	100
2025 Q1	$524K	Buy	17,910 +7,185	+67%	+$203K	0.19%	96
2024 Q4	$288K	Buy	10,725 +540	+5%	+$16.9K	0.15%	93
2024 Q3	$351K	Buy	+10,185	New	+$327K	0.19%	81

Other funds holding HASI

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Andrew Hill Investment Advisors Naples, Florida $127M AUM 39.35% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Plan Group Financial's HASI Position: Q3 2026 in Review

Plan Group Financial reduced its Hannon Armstrong Sustainable Infrastructure Capital (HASI) stake by 21% in Q3 2026, selling an estimated $84.9K and leaving 8,496 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #177.

Plan Group Financial first reported a position in HASI in Q3 2024 and has held it in 9 quarters since. The position peaked at $676K in Q3 2025. 90 funds tracked by Wall St. Rank hold HASI as of Q3 2026.

Plan Group Financial held 8,496 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $303K as of Q3 2026.
Plan Group Financial sold 2,199 Hannon Armstrong Sustainable Infrastructure Capital shares in Q3 2026, an estimated $84.9K.
Hannon Armstrong Sustainable Infrastructure Capital made up 0.06% of Plan Group Financial's portfolio in Q3 2026, its #177 holding.
Plan Group Financial first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q3 2024 and has held it in 9 quarters since.
Plan Group Financial's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $676K in Q3 2025.
90 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.