ELLERSON GROUP INC /ADV
Position in HASI — HA Sustainable Infrastructure Capital, Inc.
CIK 935570
ANNAPOLIS, MD
Position in HASI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,436,134
+$112,101 QoQ
Shares Held
62,385
-1.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#127
of 402 holders
Holding Since
Mar 2026
2 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, 2026ELLERSON GROUP INC /ADV holds $4,796,005 across 2 Asset Management names. HASI ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HASI |
HA Sustainable Infrastructure Capital, Inc.
This page
|
62,385 | $2,436,134 | |
| 2 | BX |
Blackstone Inc.
|
20,055 | $2,359,871 |
All Filings in HASI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,436,134 | 62,385 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,324,033 | 63,239 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||