Position in AVA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$9,538,909
-$811,932 QoQ
Shares Held
237,641
-11.5% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
7 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, 2026Edgestream Partners, L.P. holds $9,851,796 across 2 Utilities - Diversified names. AVA ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
This page
|
237,641 | $9,538,909 | |
| 2 | SRE |
Sempra
|
3,220 | $312,887 |
All Filings in AVA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,538,909 | 237,641 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $10,350,841 | 268,574 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $1,231,610 | 33,623 | Shares | Sole | 2025-02-07 | |
| 2024-03-31 | $1,085,269 | 30,990 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,233,356 | 62,489 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $343,380 | 10,608 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,520,780 | 64,191 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||