North Star Investment Management Corp.

Position in AVA — Avista Corp

CIK 1342857 CHICAGO, IL

Position in AVA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,881,860

+$35,420 QoQ

Shares Held

46,000

0.0% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#121

of 413 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

North Star Investment Management Corp. holds $4,005,822 across 6 Utilities - Diversified names. AVA ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVA	Avista Corp This page	46,000	$1,881,860
2	UTL	Unitil Corp	33,500	$1,765,115
3	AES	Aes Corp	18,000	$263,880
4	SRE	Sempra	869	$80,564
5	AQN	Algonquin Power & Utilities Corp.	1,800	$10,548
6	BIPH	Brookfield Infrastructure Partners L.P.	250	$3,855

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,881,860	46,000	0.0%	Shares	Sole	2026-07-28
2026-03-31	$1,846,440	46,000	0.0%	Shares	Sole	2026-04-23
2025-12-31	$1,772,840	46,000	0.0%	Shares	Sole	2026-01-30
2025-09-30	$1,739,260	46,000	0.0%	Shares	Sole	2025-10-22
2025-06-30	$1,745,700	46,000	0.0%	Shares	Sole	2025-07-15
2025-03-31	$1,926,020	46,000	0.0%	Shares	Sole	2025-04-17
2024-12-31	$1,684,980	46,000	0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,782,500	46,000	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.