Van Hulzen Asset Management, LLC
Position in HASI — HA Sustainable Infrastructure Capital, Inc.
CIK 1600145
EL DORADO HILLS, CA
Position in HASI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$206,965
+$48,534 QoQ
Shares Held
5,300
-10.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HASI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $6,380,099 across 13 Asset Management names. HASI ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
16,664 | $2,896,869 | |
| 2 | HLNE |
Hamilton Lane INC
|
11,584 | $913,166 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
39,986 | $484,630 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
28,372 | $355,501 | |
| 5 | IVZ |
Invesco Ltd.
|
963 | $291,760 | |
| 6 | BX |
Blackstone Inc.
|
2,350 | $276,524 | |
| 7 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
20,532 | $225,646 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
This page
|
5,300 | $206,965 |
All Filings in HASI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,965 | 5,300 | Shares | Sole | 2026-08-13 | |
| 2024-12-31 | $158,431 | 5,905 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $270,761 | 7,855 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||