EVERGREEN CAPITAL MANAGEMENT LLC

Position in AVA — Avista Corp

CIK 1260824 Bellevue, WA

Position in AVA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$801,917

+$553,251 QoQ

Shares Held

19,602

+216.4% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#181

of 413 holders

Holding Since

Sep 2023

5 quarters on record

Voting authority Sole 68% Shared 30% None 1%

Utilities · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $2,569,416 across 5 Utilities - Diversified names. AVA ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	56,967	$835,135
2	AVA	Avista Corp This page	19,602	$801,917
3	SRE	Sempra	5,151	$477,548
4	UTL	Unitil Corp	7,042	$371,042
5	AQN	Algonquin Power & Utilities Corp.	14,296	$83,774

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$801,917	19,602	+216.4%	Shares	Sole	2026-07-23
2026-03-31	$248,666	6,195	-1.5%	Shares	Sole	2026-05-14
2025-12-31	$242,415	6,290	+9.6%	Shares	Other	2026-01-27
2025-09-30	$217,029	5,740	-97.2%	Shares	Other	2025-10-28
2023-09-30	$6,642,679	205,211	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.