Position in AVA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,088,210
+$322,400 QoQ
Shares Held
201,500
0.0% QoQ
Ownership
0.241%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026Bruce & Co., Inc. holds $8,088,210 across 1 Utilities - Diversified name. AVA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
This page
|
201,500 | $8,088,210 |
All Filings in AVA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,088,210 | 201,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,765,810 | 201,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,618,715 | 201,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,646,925 | 201,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,436,805 | 201,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,380,945 | 201,500 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,808,125 | 201,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,973,915 | 201,500 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,056,530 | 201,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,201,610 | 201,500 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,522,555 | 201,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,050,350 | 205,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,702,250 | 205,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,089,700 | 205,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,595,250 | 205,000 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,919,550 | 205,000 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $9,255,750 | 205,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $8,710,450 | 205,000 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $8,019,600 | 205,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,896,695 | 208,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,955,875 | 208,500 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,369,190 | 208,500 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,114,020 | 208,500 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,587,315 | 208,500 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,859,165 | 208,500 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||