Position in AVA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,946,308
-$5,204,095 QoQ
Shares Held
48,488
-73.9% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026HighTower Advisors, LLC holds $139,135,750 across 6 Utilities - Diversified names. AVA ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
1,304,989 | $126,805,781 | |
| 2 | AES |
Aes Corp
|
412,208 | $5,808,010 | |
| 3 | BIPH |
Brookfield Infrastructure Partners L.P.
|
103,912 | $3,753,301 | |
| 4 | AVA |
Avista Corp
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|
48,488 | $1,946,308 | |
| 5 | UTL |
Unitil Corp
|
12,883 | $673,007 | |
| 6 | AQN |
Algonquin Power & Utilities Corp.
|
24,323 | $149,343 |
All Filings in AVA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,946,308 | 48,488 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,150,403 | 185,532 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $878,401 | 23,232 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $869,244 | 22,905 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $958,446 | 22,891 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $705,933 | 19,272 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $748,068 | 19,305 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $835,000 | 24,126 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $825,596 | 23,575 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $791,641 | 22,150 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $407,732 | 12,596 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $489,304 | 12,460 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $471,831 | 11,115 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $479,537 | 10,815 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||