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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Plan Group Financial's HASI Position: Q2 2026 in Review

Plan Group Financial reduced its Hannon Armstrong Sustainable Infrastructure Capital (HASI) stake by 28% in Q2 2026, selling an estimated $169K and leaving 10,695 shares worth $418K. The position accounts for 0.09% of the portfolio, ranked #138.

Plan Group Financial first reported a position in HASI in Q3 2024 and has held it in 8 quarters since. The position peaked at $676K in Q3 2025. 405 funds tracked by Wall St. Rank hold HASI as of Q2 2026.

  • Plan Group Financial held 10,695 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $418K as of Q2 2026.
  • Plan Group Financial sold 4,220 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2026, an estimated $169K.
  • Hannon Armstrong Sustainable Infrastructure Capital made up 0.09% of Plan Group Financial's portfolio in Q2 2026, its #138 holding.
  • Plan Group Financial first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q3 2024 and has held it in 8 quarters since.
  • Plan Group Financial's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $676K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.