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Equibles

Bruce & Co., Inc.

Position in AVA — Avista Corp

CIK 1358331 CHICAGO, IL
Back to AVA Full portfolio

Position in AVA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$8,182,000
+$93,790 QoQ
Shares Held
200,000
-0.7% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
2.59%
of 13F equity value
Holder Rank
#59
of 417 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Bruce & Co., Inc. holds $8,182,000 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 		200,000 $8,182,000

All Filings in AVA

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,182,000 200,000
2026-03-31 $8,088,210 201,500
2025-12-31 $7,765,810 201,500
2025-09-30 $7,618,715 201,500
2025-06-30 $7,646,925 201,500
2025-03-31 $8,436,805 201,500
2024-12-31 $7,380,945 201,500
2024-09-30 $7,808,125 201,500
2024-06-30 $6,973,915 201,500
2024-03-31 $7,056,530 201,500
2023-12-31 $7,201,610 201,500
2023-09-30 $6,522,555 201,500
2023-06-30 $8,050,350 205,000
2023-03-31 $8,702,250 205,000
2022-12-31 $9,089,700 205,000
2022-09-30 $7,595,250 205,000
2022-06-30 $8,919,550 205,000
2022-03-31 $9,255,750 205,000
2021-12-31 $8,710,450 205,000
2021-09-30 $8,019,600 205,000
2021-06-30 $8,896,695 208,500
2021-03-31 $9,955,875 208,500
2020-12-31 $8,369,190 208,500
2020-09-30 $7,114,020 208,500
2020-06-30 $7,587,315 208,500
2020-03-31 $8,859,165 208,500