NWAM LLC

Position in HASI — HA Sustainable Infrastructure Capital, Inc.

CIK 1655006 MERCER ISLAND, WA

Position in HASI

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$929,003

+$313,918 QoQ

Shares Held

25,279

+29.2% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

NWAM LLC holds $9,749,257 across 20 Asset Management names. HASI ranks #4 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	54,009	$1,914,078
2	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	82,048	$1,171,645
3	BX	Blackstone Inc.	8,091	$930,384
4	HASI	HA Sustainable Infrastructure Capital, Inc. This page	25,279	$929,003
5	PTY	Pimco Corporate & Income Opportunity Fund	43,816	$528,420
6	BN	BROOKFIELD Corp /ON/	12,988	$525,624
7	DPG	Duff & Phelps Utility & Infrastructure Fund Inc.	35,712	$515,681
8	GGN	GAMCO Global Gold, Natural Resources & Income Trust	88,168	$469,053

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$929,003	25,279	+29.2%	Shares	Sole	2026-05-04
2025-12-31	$615,085	19,570	+0.3%	Shares	Sole	2026-02-04
2025-09-30	$598,926	19,509	+15.8%	Shares	Sole	2026-02-04
2025-06-30	$452,322	16,840	+0.5%	Shares	Sole	2026-02-04
2025-03-31	$489,857	16,753	-5.6%	Shares	Sole	2025-05-05
2024-12-31	$476,312	17,753	-41.5%	Shares	Sole	2025-02-05
2024-09-30	$1,046,164	30,350	-0.7%	Shares	Sole	2024-11-12
2024-03-31	$868,443	30,579	+30.5%	Shares	Sole	2024-05-09
2023-12-31	$646,199	23,430	-2.7%	Shares	Sole	2024-02-14
2023-09-30	$510,644	24,087	-3.6%	Shares	Sole	2023-11-01
2023-06-30	$624,400	24,976	+16.5%	Shares	Sole	2023-08-10
2022-12-31	$621,215	21,436	+2.2%	Shares	Sole	2023-02-08
2022-09-30	$627,482	20,965	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$796,385	21,035	-1.8%	Shares	Sole	2022-08-10
2022-03-31	$1,016,187	21,425	-4.1%	Shares	Sole	2022-05-12
2021-12-31	$1,186,647	22,339	-0.0%	Shares	Sole	2022-02-10
2021-09-30	$1,194,796	22,341	+65.7%	Shares	Sole	2021-11-03
2021-06-30	$756,958	13,481	+1.5%	Shares	Sole	2021-08-04
2021-03-31	$745,176	13,283	-19.5%	Shares	Sole	2021-04-23
2020-12-31	$1,046,531	16,499	-7.9%	Shares	Sole	2021-01-22
2020-09-30	$756,971	17,908	-1.4%	Shares	Sole	2020-10-16
2020-06-30	$517,118	18,170	-0.9%	Shares	Sole	2020-07-21
2020-03-31	$374,298	18,339	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.