MAI Capital Management

Position in AVA — Avista Corp

CIK 1040197 INDEPENDENCE, OH

Position in AVA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$22,558

+$12,615 QoQ

Shares Held

562

+117.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

MAI Capital Management holds $12,647,119 across 6 Utilities - Diversified names. AVA ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	80,385	$7,811,010
2	BIPH	Brookfield Infrastructure Partners L.P.	130,105	$4,699,392
3	AES	Aes Corp	7,796	$109,845
4	AVA	Avista Corp This page	562	$22,558
5	AQN	Algonquin Power & Utilities Corp.	439	$2,695
6	UTL	Unitil Corp	31	$1,619

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,558	562	+117.8%	Shares	Sole	2026-05-15
2025-12-31	$9,943	258	-31.6%	Shares	Sole	2026-02-13
2025-09-30	$14,254	377	-39.5%	Shares	Sole	2025-11-10
2025-06-30	$23,642	623	+67.0%	Shares	Sole	2025-08-12
2025-03-31	$15,617	373	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$13,626	372	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.