LPL Financial LLC

Position in AVA — Avista Corp

CIK 1403438 FORT MILL, SC

Position in AVA

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$2,342,570

+$142,283 QoQ

Shares Held

58,360

+2.2% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1.004112405757368.ToString("F0")% Shared 0.ToString("F0")% None 98.99588759424263.ToString("F0")%

Utilities · as of Mar 31, 2026

LPL Financial LLC holds $95,545,476 across 6 Utilities - Diversified names. AVA ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	764,004	$74,238,268
2	AES	Aes Corp	792,177	$11,161,773
3	BIPH	Brookfield Infrastructure Partners L.P.	198,298	$7,162,523
4	AVA	Avista Corp This page	58,360	$2,342,570
5	UTL	Unitil Corp	7,235	$377,956
6	AQN	Algonquin Power & Utilities Corp.	42,734	$262,386

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,342,570	58,360	+2.2%	Shares	Sole	2026-05-06
2025-12-31	$2,200,287	57,091	-1.8%	Shares	Sole	2026-02-11
2025-09-30	$2,197,819	58,128	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$2,198,405	57,929	+15.4%	Shares	Sole	2025-08-12
2025-03-31	$2,102,292	50,210	+42.3%	Shares	Sole	2025-05-07
2024-12-31	$1,292,709	35,291	+28.2%	Shares	Sole	2025-02-11
2024-09-30	$1,067,097	27,538	-2.7%	Shares	Sole	2024-11-08
2024-06-30	$979,428	28,299	+12.6%	Shares	Sole	2024-08-07
2024-03-31	$879,947	25,127	+28.7%	Shares	Sole	2024-05-10
2023-12-31	$697,787	19,524	-28.4%	Shares	Sole	2024-02-14
2023-09-30	$882,341	27,258	-13.2%	Shares	Sole	2023-11-13
2023-06-30	$1,233,470	31,410	+21.2%	Shares	Sole	2023-07-31
2023-03-31	$1,100,304	25,920	-5.6%	Shares	Sole	2023-05-10
2022-12-31	$1,218,108	27,472	+5.7%	Shares	Sole	2023-02-07
2022-09-30	$962,596	25,981	+2.8%	Shares	Sole	2022-11-14
2022-06-30	$1,099,236	25,264	+5.1%	Shares	Sole	2022-08-12
2022-03-31	$1,085,767	24,048	+28.4%	Shares	Sole	2022-05-16
2021-12-31	$795,795	18,729	+7.9%	Shares	Sole	2022-02-14
2021-09-30	$679,044	17,358	+49.8%	Shares	Sole	2021-11-15
2021-06-30	$494,331	11,585	-6.0%	Shares	Sole	2021-08-13
2021-03-31	$588,184	12,318	-0.8%	Shares	Sole	2021-05-14
2020-12-31	$498,418	12,417	-3.5%	Shares	Sole	2021-02-12
2020-09-30	$439,056	12,868	-3.6%	Shares	Sole	2020-11-09
2020-06-30	$485,697	13,347	+37.3%	Shares	Sole	2020-08-13
2020-03-31	$413,130	9,723	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.