Wealth Enhancement Advisory Services
HASI icon

Wealth Enhancement Advisory Services’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Wealth Enhancement Advisory 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
Q3 		$417K Buy
11,479
+250
+2% +$9.6K ﹤0.01% 3013
2026
Q2 		$425K Buy
11,229
+285
+3% +$11.4K ﹤0.01% 2849
2026
Q1 		$406K Buy
10,944
+2,810
+35% +$100K ﹤0.01% 2495
2025
Q4 		$265K Buy
+8,134
New +$256K ﹤0.01% 3027

Other funds holding HASI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's HASI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Hannon Armstrong Sustainable Infrastructure Capital (HASI) stake by 2.2% in Q3 2026, buying an estimated $9.6K and bringing the position to 11,479 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Wealth Enhancement Advisory Services first reported a position in HASI in Q4 2025 and has held it in 4 quarters since. The position peaked at $425K in Q2 2026. 341 funds tracked by Wall St. Rank hold HASI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 11,479 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $417K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 250 Hannon Armstrong Sustainable Infrastructure Capital shares in Q3 2026, an estimated $9.6K.
  • Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3013 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $425K in Q2 2026.
  • 341 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.