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Equibles

Plan Group Financial, LLC

Position in HASI — HA Sustainable Infrastructure Capital, Inc.

CIK 1940033 OKLAHOMA CITY, OK
Back to HASI Full portfolio

Position in HASI

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$417,639
-$130,487 QoQ
Shares Held
10,695
-28.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 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, 2026

Plan Group Financial, LLC holds $14,871,157 across 21 Asset Management names. HASI ranks #8 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARCC
Ares Capital Corp
 147,018 $2,724,243
2 OCSL
Oaktree Specialty Lending Corp
 202,342 $2,415,963
3 FDUS
FIDUS INVESTMENT Corp
 125,520 $2,393,666
4 TSLX
Sixth Street Specialty Lending, Inc.
 120,324 $2,065,963
5 IVZ
Invesco Ltd.
 14,652 $815,796
6 APO
Apollo Global Management, Inc.
 5,146 $608,823
7 NZF
Nuveen Municipal Credit Income Fund
 38,665 $490,272
8 HASI
HA Sustainable Infrastructure Capital, Inc.
This page 		10,695 $417,639

All Filings in HASI

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $417,639 10,695
2026-03-31 $548,126 14,915
2025-12-31 $538,930 17,147
2025-09-30 $676,228 22,027
2025-06-30 $619,499 23,064
2025-03-31 $523,688 17,910
2024-12-31 $287,751 10,725
2024-09-30 $351,076 10,185