Advisors Asset Management, Inc.

Position in AVA — Avista Corp

CIK 1297376 Monument, CO

Position in AVA

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

Position Value

$11,106,778

-$126,321 QoQ

Shares Held

276,701

-5.1% QoQ

Ownership

0.330%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Advisors Asset Management, Inc. holds $26,171,734 across 6 Utilities - Diversified names. AVA ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVA	Avista Corp This page	276,701	$11,106,778
2	AES	Aes Corp	772,747	$10,888,005
3	SRE	Sempra	18,732	$1,820,188
4	UTL	Unitil Corp	33,897	$1,770,779
5	AQN	Algonquin Power & Utilities Corp.	69,091	$424,218
6	BIPH	Brookfield Infrastructure Partners L.P.	10,713	$161,766

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,106,778	276,701	-5.1%	Shares	Sole	2026-05-15
2025-12-31	$11,233,099	291,466	-4.2%	Shares	Sole	2026-02-12
2025-09-30	$11,501,839	304,201	-2.5%	Shares	Sole	2025-11-06
2025-06-30	$11,842,904	312,066	-4.1%	Shares	Sole	2025-08-12
2025-03-31	$13,618,384	325,254	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$11,896,874	324,785	+4.2%	Shares	Sole	2025-02-10
2024-09-30	$12,072,446	311,547	+25.2%	Shares	Sole	2024-11-08
2024-06-30	$8,615,536	248,932	+32.3%	Shares	Sole	2024-08-14
2024-03-31	$6,588,102	188,124	+57.2%	Shares	Sole	2024-05-14
2023-12-31	$4,277,470	119,683	+17.8%	Shares	Sole	2024-02-14
2023-09-30	$3,289,892	101,634	+83.7%	Shares	Sole	2023-11-14
2023-06-30	$2,173,044	55,336	-0.9%	Shares	Sole	2023-08-14
2023-03-31	$2,370,705	55,847	-0.8%	Shares	Sole	2023-05-12
2022-12-31	$2,496,829	56,311	+43.0%	Shares	Sole	2023-02-13
2022-09-30	$1,459,436	39,391	—	Shares	Sole	2022-11-08
No filing history on record for this holder in this stock.