12 institutions reported holding $2.8M of HA Sustainable Infrastructure Capital Inc (HASI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Dynamic Advisor Solutions LLC ($1.1M), Chesley Taft & Associates LLC ($513,078), Colorado Capital Management, Inc. ($419,000), Pine Haven Investment Counsel, Inc ($388,665), GAMMA Investing LLC ($321,928). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | $1.1M | 28,447 | Added |
| 2 | Chesley Taft & Associates LLC | $513,078 | 13,139 | Added |
| 3 | Colorado Capital Management, Inc. | $419,000 | 10,729 | Trimmed |
| 4 | Pine Haven Investment Counsel, Inc | $388,665 | 9,953 | Added |
| 5 | GAMMA Investing LLC | $321,928 | 8,244 | Added |
| 6 | Versant Capital Management, Inc | $26,671 | 683 | Hold |
| 7 | Hilltop National Bank | $15,620 | 400 | Hold |
| 8 | EASTERN BANK | $8,982 | 230 | New |
| 9 | MassMutual Private Wealth & Trust, FSB | $2,070 | 53 | Hold |
| 10 | Cedar Mountain Advisors, LLC | $39 | 1 | Hold |
| 11 | Avior Wealth Management, LLC | $0 | 0 | Exited |
| 12 | Dogwood Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30