CASCADE INVESTMENT GROUP, INC.

Position in HASI — HA Sustainable Infrastructure Capital, Inc.

CIK 919447 Colorado Springs, CO

Position in HASI

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

Position Value

$1,196,882

+$101,365 QoQ

Shares Held

30,650

+2.8% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#31

of 114 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CASCADE INVESTMENT GROUP, INC. holds $3,718,917 across 8 Asset Management names. HASI ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HASI	HA Sustainable Infrastructure Capital, Inc. This page	30,650	$1,196,882
2	ARCC	Ares Capital Corp	58,195	$1,078,353
3	DPG	Duff & Phelps Utility & Infrastructure Fund Inc.	33,750	$500,850
4	PSUS	Pershing Square USA, Ltd.	11,294	$422,169
5	BST	BlackRock Science & Technology Trust	4,775	$242,140
6	GUT	Gabelli Utility Trust	17,762	$117,051
7	GSBD	Goldman Sachs BDC, Inc.	10,675	$101,199
8	GAB	Gabelli Equity Trust Inc	10,649	$60,273

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,196,882	30,650	+2.8%	Shares	Sole	2026-07-23
2026-03-31	$1,095,517	29,810	-6.1%	Shares	Sole	2026-05-13
2025-12-31	$998,216	31,760	-0.8%	Shares	Sole	2026-01-22
2025-09-30	$982,707	32,010	-1.5%	Shares	Sole	2025-10-29
2025-06-30	$872,950	32,500	0.0%	Shares	Sole	2025-07-24
2025-03-31	$950,300	32,500	+5.1%	Shares	Sole	2025-05-14
2024-12-31	$829,717	30,925	-0.5%	Shares	Sole	2025-01-16
2024-09-30	$1,071,155	31,075	-3.7%	Shares	Sole	2024-10-15
2024-06-30	$955,340	32,275	-22.0%	Shares	Sole	2024-07-16
2024-03-31	$1,175,760	41,400	-6.8%	Shares	Sole	2024-05-15
2023-12-31	$1,224,552	44,400	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.