CWM, LLC

Position in AVA — Avista Corp

CIK 1535847 OMAHA, NE

Position in AVA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$759,529

+$236,233 QoQ

Shares Held

18,922

+39.4% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Utilities · as of Mar 31, 2026

CWM, LLC holds $5,066,780 across 6 Utilities - Diversified names. AVA ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	34,918	$3,392,982
2	AVA	Avista Corp This page	18,922	$759,529
3	AES	Aes Corp	43,336	$610,604
4	BIPH	Brookfield Infrastructure Partners L.P.	13,153	$198,610
5	UTL	Unitil Corp	1,732	$90,479
6	AQN	Algonquin Power & Utilities Corp.	2,374	$14,576

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$759,529	18,922	+39.4%	Shares	Sole	2026-05-14
2025-12-31	$523,296	13,578	+10.2%	Shares	Sole	2026-01-26
2025-09-30	$465,894	12,322	+4.9%	Shares	Sole	2025-10-15
2025-06-30	$445,950	11,751	+92.6%	Shares	Sole	2025-07-25
2025-03-31	$255,448	6,101	-1.1%	Shares	Sole	2025-05-01
2024-12-31	$225,860	6,166	-12.1%	Shares	Sole	2025-02-04
2024-09-30	$271,870	7,016	-1.4%	Shares	Sole	2024-10-08
2024-06-30	$246,250	7,115	+32.1%	Shares	Sole	2024-07-10
2024-03-31	$188,582	5,385	-0.2%	Shares	Sole	2024-04-05
2023-12-31	$192,924	5,398	+3.5%	Shares	Sole	2024-02-01
2023-09-30	$168,777	5,214	-28.9%	Shares	Sole	2023-10-11
2023-06-30	$288,163	7,338	+1.3%	Shares	Sole	2023-08-03
2023-03-31	$307,380	7,241	+2.5%	Shares	Sole	2023-05-01
2022-12-31	$313,173	7,063	-0.7%	Shares	Sole	2023-02-01
2022-09-30	$263,499	7,112	+2.3%	Shares	Sole	2022-10-27
2022-06-30	$302,525	6,953	+8.9%	Shares	Sole	2022-07-28
2022-03-31	$288,373	6,387	-5.8%	Shares	Sole	2022-04-21
2021-12-31	$287,997	6,778	-2.3%	Shares	Sole	2022-01-31
2021-06-30	$296,087	6,939	0.0%	Shares	Sole	2021-09-15
2021-03-31	$331,337	6,939	0.0%	Shares	Sole	2021-09-15
2020-12-31	$278,531	6,939	0.0%	Shares	Sole	2021-09-15
2020-09-30	$236,758	6,939	0.0%	Shares	Sole	2021-09-15
2020-06-30	$252,510	6,939	0.0%	Shares	Sole	2021-09-15
2020-03-31	$294,838	6,939	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.