Abundance Wealth Counselors

Position in HASI — HA Sustainable Infrastructure Capital, Inc.

CIK 1767080 STATE COLLEGE, PA

Position in HASI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,413,907

+$1,815,540 QoQ

Shares Held

87,424

+101.0% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#17

of 114 holders

Holding Since

Mar 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abundance Wealth Counselors holds $25,755,671 across 10 Asset Management names. HASI ranks #2 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INV	Innventure, Inc.	1,566,239	$7,940,831
2	HASI	HA Sustainable Infrastructure Capital, Inc. This page	87,424	$3,413,907
3	BEN	Franklin Resources Inc	88,445	$2,942,565
4	GBDC	GOLUB CAPITAL BDC, Inc.	218,702	$2,816,881
5	AMP	Ameriprise Financial Inc	5,842	$2,680,075
6	HTGC	Hercules Capital, Inc.	127,895	$2,016,904
7	TROW	Price T Rowe Group Inc	16,387	$1,863,038
8	AWF	Alliancebernstein Global High Income Fund Inc	112,712	$1,160,933

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,413,907	87,424	+101.0%	Shares	Sole	2026-07-23
2026-03-31	$1,598,367	43,493	-1.1%	Shares	Sole	2026-04-23
2025-12-31	$1,382,228	43,978	+1.5%	Shares	Sole	2026-01-26
2025-09-30	$1,330,783	43,348	+2.1%	Shares	Sole	2025-10-22
2025-06-30	$1,139,911	42,439	+4.3%	Shares	Sole	2025-07-21
2025-03-31	$1,189,483	40,680	+2.6%	Shares	Sole	2025-04-21
2024-12-31	$1,063,782	39,649	+2.1%	Shares	Sole	2025-01-24
2024-09-30	$1,338,435	38,829	+3.5%	Shares	Sole	2024-10-17
2024-06-30	$1,110,444	37,515	+12971.4%	Shares	Sole	2024-07-17
2021-03-31	$16,100	287	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.