BALDWIN WEALTH PARTNERS LLC/MA
Position in HASI — HA Sustainable Infrastructure Capital, Inc.
CIK 1021258
Marion, MA
Position in HASI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$232,347
+$13,685 QoQ
Shares Held
5,950
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#74
of 114 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HASI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $41,293,545 across 8 Asset Management names. HASI ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
217,697 | $25,616,405 | |
| 2 | ARCC |
Ares Capital Corp
|
439,021 | $8,135,059 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
157,153 | $3,163,489 | |
| 4 | APO |
Apollo Global Management, Inc.
|
13,180 | $1,559,325 | |
| 5 | BLK |
BlackRock, Inc.
|
1,360 | $1,307,721 | |
| 6 | CG |
Carlyle Group Inc.
|
15,720 | $661,969 | |
| 7 | AB |
Alliancebernstein Holding L.P.
|
17,525 | $617,230 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
This page
|
5,950 | $232,347 |
All Filings in HASI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,347 | 5,950 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $218,662 | 5,950 | Shares | Sole | 2026-04-14 | |
| 2024-09-30 | $284,377 | 8,250 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $244,200 | 8,250 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $263,381 | 9,274 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $256,300 | 9,293 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $198,601 | 9,368 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $252,950 | 10,118 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $289,374 | 10,118 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $293,219 | 10,118 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $312,828 | 10,452 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $443,037 | 11,702 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $555,025 | 11,702 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $654,650 | 12,324 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $676,468 | 12,649 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $708,332 | 12,615 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $711,909 | 12,690 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $855,670 | 13,490 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $599,811 | 14,190 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $403,847 | 14,190 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $305,945 | 14,990 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||