FIRST CITIZENS BANK & TRUST CO

Bank

Position in AVA — Avista Corp

CIK 1092203 RALEIGH, NC

Position in AVA

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$287,597

-$367 QoQ

Shares Held

7,030

-2.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#254

of 413 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $3,682,419 across 4 Utilities - Diversified names. AVA ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	190,807	$2,797,230
2	UTL	Unitil Corp	7,066	$372,307
3	AVA	Avista Corp This page	7,030	$287,597
4	SRE	Sempra	2,430	$225,285

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,597	7,030	-2.0%	Shares	Sole	2026-07-13
2026-03-31	$287,964	7,174	+0.3%	Shares	Sole	2026-05-13
2025-12-31	$275,753	7,155	-56.3%	Shares	Sole	2026-02-18
2025-09-30	$618,458	16,357	-9.1%	Shares	Sole	2025-10-31
2025-06-30	$682,720	17,990	+206.4%	Shares	Sole	2025-07-30
2025-03-31	$245,818	5,871	—	Shares	Sole	2025-04-14
No filing history on record for this holder in this stock.