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Equibles

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in HASI — HA Sustainable Infrastructure Capital, Inc.

CIK 932974 BOSTON, MA
Back to HASI Full portfolio

Position in HASI

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$3,108,223
+$183,070 QoQ
Shares Held
79,596
0.0% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#116
of 405 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HASI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $12,603,530 across 11 Asset Management names. HASI ranks #2 (24.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
 26,533 $4,499,996
2 HASI
HA Sustainable Infrastructure Capital, Inc.
This page 		79,596 $3,108,223
3 BX
Blackstone Inc.
 13,141 $1,546,301
4 KKR
KKR & Co. Inc.
 15,693 $1,440,303
5 BLK
BlackRock, Inc.
 1,434 $1,378,877
6 BAM
Brookfield Asset Management Ltd.
 5,730 $256,990
7 NTRS
Northern Trust Corp
 1,200 $208,608
8 PFG
Principal Financial Group Inc
 950 $102,391

All Filings in HASI

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,108,223 79,596
2026-03-31 $2,925,153 79,596
2025-12-31 $2,251,048 71,621
2025-09-30 $2,198,764 71,621
2025-06-30 $6,995,069 260,427
2025-03-31 $7,381,988 252,462
2024-12-31 $6,646,837 247,739
2024-09-30 $8,596,990 249,405
2024-06-30 $7,387,212 249,568
2024-03-31 $7,019,088 247,151
2023-12-31 $7,112,688 257,893
2023-09-30 $5,499,449 259,408
2023-06-30 $6,820,200 272,808
2023-03-31 $8,054,217 281,616
2022-12-31 $8,808,210 303,941
2022-09-30 $12,232,241 408,695
2022-06-30 $40,917,156 1,080,749
2022-03-31 $58,781,705 1,239,336
2021-12-31 $62,735,251 1,181,010
2021-09-30 $51,809,872 968,771
2021-06-30 $32,905,023 586,020