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
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

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Wellington Management Group
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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

Wealth Enhancement Advisory Services's HASI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Hannon Armstrong Sustainable Infrastructure Capital (HASI) stake by 2.6% in Q2 2026, buying an estimated $11.4K and bringing the position to 11,229 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #2849.

Wealth Enhancement Advisory Services first reported a position in HASI in Q4 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold HASI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,229 shares of Hannon Armstrong Sustainable Infrastructure Capital worth $425K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 285 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2026, an estimated $11.4K.
  • Hannon Armstrong Sustainable Infrastructure Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2849 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q4 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.