Position in AVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$507,079
+$4,487 QoQ
Shares Held
12,395
-1.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#211
of 413 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $2,758,077 across 2 Utilities - Diversified names. AVA ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
24,280 | $2,250,998 | |
| 2 | AVA |
Avista Corp
This page
|
12,395 | $507,079 |
All Filings in AVA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,079 | 12,395 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $502,592 | 12,521 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $487,646 | 12,653 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $204,514 | 5,409 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $443,559 | 11,688 | Shares | Sole | 2025-08-27 | |
| 2024-09-30 | $222,115 | 5,732 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||