ENVESTNET ASSET MANAGEMENT INC
Position in HASI — HA Sustainable Infrastructure Capital, Inc.
CIK 1407543
Berwyn, PA
Position in HASI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$8,495,938
+$1,613,900 QoQ
Shares Held
231,182
+5.6% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HASI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,994,163,232 across 262 Asset Management names. HASI ranks #33 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
545,164 | $524,289,670 | |
| 2 | AMP |
Ameriprise Financial Inc
|
315,989 | $140,425,511 | |
| 3 | ARES |
Ares Management Corp
|
920,109 | $100,383,891 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
2,322,041 | $93,972,999 | |
| 5 | KKR |
KKR & Co. Inc.
|
1,007,901 | $93,230,842 | |
| 6 | RJF |
Raymond James Financial Inc
|
509,075 | $73,708,969 | |
| 7 | APO |
Apollo Global Management, Inc.
|
580,055 | $64,629,728 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
1,803,388 | $63,912,070 |
All Filings in HASI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,495,938 | 231,182 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,882,038 | 218,964 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,742,641 | 219,630 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,518,655 | 205,460 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,480,899 | 221,645 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,701,911 | 212,520 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,410,041 | 185,960 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,042,964 | 237,938 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,500,390 | 228,887 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,287,030 | 191,698 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,116,276 | 194,164 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,853,675 | 74,147 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,041,124 | 71,368 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,305,098 | 79,541 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,033,803 | 67,952 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,467,411 | 65,172 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,733,722 | 57,637 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,532,974 | 47,684 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,503,666 | 46,815 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,284,855 | 40,692 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,997,047 | 35,598 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,168,100 | 34,181 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,671,609 | 39,546 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,247,601 | 43,837 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $765,272 | 37,495 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||