SFE Investment Counsel

Position in HASI — HA Sustainable Infrastructure Capital, Inc.

CIK 1317784 LOS ANGELES, CA

Position in HASI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,043,338

+$213,429 QoQ

Shares Held

154,759

-2.4% QoQ

Ownership

0.120%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#92

of 406 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Financial Services · as of Jun 30, 2026

SFE Investment Counsel holds $15,245,371 across 4 Asset Management names. HASI ranks #2 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	75,588	$8,894,439
2	HASI	HA Sustainable Infrastructure Capital, Inc. This page	154,759	$6,043,338
3	BN	BROOKFIELD Corp /ON/	4,851	$206,604
4	JPC	Nuveen Preferred & Income Opportunities Fund	12,816	$100,990

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,043,338	154,759	-2.4%	Shares	Sole	2026-08-05
2026-03-31	$5,829,909	158,637	-4.4%	Shares	Sole	2026-05-01
2025-12-31	$5,216,028	165,957	+1.5%	Shares	Sole	2026-02-05
2025-09-30	$5,021,813	163,577	-0.8%	Shares	Sole	2025-11-14
2025-06-30	$4,427,602	164,840	+1.0%	Shares	Sole	2025-08-07
2025-03-31	$4,771,558	163,186	+4.5%	Shares	Sole	2025-05-06
2024-12-31	$4,188,270	156,104	-16.2%	Shares	Sole	2025-01-30
2024-09-30	$6,419,141	186,224	+1.9%	Shares	Sole	2024-10-25
2024-06-30	$5,411,472	182,820	+0.8%	Shares	Sole	2024-08-05
2024-03-31	$5,152,100	181,412	+34.0%	Shares	Sole	2024-05-06
2023-12-31	$3,734,745	135,415	+15.3%	Shares	Sole	2024-01-31
2023-09-30	$2,489,007	117,406	+37.2%	Shares	Sole	2023-10-25
2023-06-30	$2,139,725	85,589	+14.8%	Shares	Sole	2023-07-24
2023-03-31	$2,132,845	74,575	+10.1%	Shares	Sole	2023-05-09
2022-12-31	$1,962,177	67,708	-19.1%	Shares	Sole	2023-02-10
2022-09-30	$2,506,038	83,730	-11.7%	Shares	Sole	2022-11-14
2022-06-30	$3,591,967	94,875	+2.0%	Shares	Sole	2022-08-10
2022-03-31	$4,413,408	93,051	+22.3%	Shares	Sole	2022-05-06
2021-12-31	$4,042,007	76,092	+7.0%	Shares	Sole	2022-02-07
2021-09-30	$3,803,390	71,118	-6.9%	Shares	Sole	2021-11-12
2021-06-30	$4,287,782	76,363	+8.3%	Shares	Sole	2021-08-10
2021-03-31	$3,956,733	70,530	-12.4%	Shares	Sole	2021-04-30
2020-12-31	$5,106,115	80,500	+6.1%	Shares	Sole	2021-02-04
2020-09-30	$3,208,419	75,903	-2.8%	Shares	Sole	2020-11-09
2020-06-30	$2,222,412	78,089	+5.1%	Shares	Sole	2020-08-05
2020-03-31	$1,516,116	74,283	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.