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Waverly Advisors’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Waverly 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
Q2 		$7.74M Sell
198,183
-5,602
-3% -$224K 0.04% 341
2026
Q1 		$7.49M Sell
203,785
-4,691
-2% -$167K 0.06% 317
2025
Q4 		$6.55M Sell
208,476
-2,269
-1% -$71.5K 0.05% 320
2025
Q3 		$6.47M Buy
210,745
+7,475
+4% +$206K 0.06% 275
2025
Q2 		$5.46M Buy
203,270
+20,818
+11% +$540K 0.06% 291
2025
Q1 		$5.33M Buy
+182,452
New +$5.17M 0.07% 287

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 $3.38T AUM 44.17% 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

Waverly Advisors's HASI Position: Q2 2026 in Review

Waverly Advisors reduced its Hannon Armstrong Sustainable Infrastructure Capital (HASI) stake by 2.7% in Q2 2026, selling an estimated $224K and leaving 198,183 shares worth $7.74M. The position accounts for 0.04% of the portfolio, ranked #341.

Waverly Advisors first reported a position in HASI in Q1 2025 and has held it in 6 quarters since. 407 funds tracked by Wall St. Rank hold HASI as of Q2 2026.

  • Waverly Advisors held 198,183 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $7.74M as of Q2 2026.
  • Waverly Advisors sold 5,602 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2026, an estimated $224K.
  • Hannon Armstrong Sustainable Infrastructure Capital made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #341 holding.
  • Waverly Advisors first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q1 2025 and has held it in 6 quarters since.
  • 407 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.