Creative Planning

Position in AVA — Avista Corp

CIK 1540235 OVERLAND PARK, KS

Position in AVA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,386,075

+$952,475 QoQ

Shares Held

58,325

+63.3% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#106

of 413 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Creative Planning holds $33,019,251 across 6 Utilities - Diversified names. AVA ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	251,353	$23,302,935
2	AES	Aes Corp	348,310	$5,106,224
3	AVA	Avista Corp This page	58,325	$2,386,075
4	BIPH	Brookfield Infrastructure Partners L.P.	60,814	$937,751
5	UTL	Unitil Corp	16,448	$866,644
6	AQN	Algonquin Power & Utilities Corp.	71,608	$419,622

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,386,075	58,325	+63.3%	Shares	Defined	2026-08-13
2026-03-31	$1,433,600	35,715	+41.6%	Shares	Sole	2026-05-12
2025-12-31	$972,364	25,230	+34.1%	Shares	Sole	2026-02-17
2025-09-30	$711,584	18,820	+29.1%	Shares	Defined	2025-11-14
2025-06-30	$553,386	14,582	+32.2%	Shares	Sole	2025-08-08
2025-03-31	$461,867	11,031	-28.5%	Shares	Sole	2025-05-15
2024-12-31	$565,164	15,429	+42.7%	Shares	Defined	2025-02-14
2024-09-30	$418,887	10,810	+0.1%	Shares	Defined	2024-10-11
2024-06-30	$373,857	10,802	+1.7%	Shares	Sole	2024-08-15
2024-03-31	$372,087	10,625	+1.1%	Shares	Sole	2024-05-13
2023-12-31	$375,698	10,512	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$339,626	10,492	-2.4%	Shares	Sole	2023-11-16
2023-06-30	$421,995	10,746	+1.3%	Shares	Sole	2023-07-21
2023-03-31	$450,182	10,605	-42.9%	Shares	Sole	2023-05-15
2022-12-31	$823,216	18,566	-30.4%	Shares	Sole	2023-02-10
2022-09-30	$988,494	26,680	-0.6%	Shares	Sole	2022-11-03
2022-06-30	$1,168,199	26,849	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,212,232	26,849	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$1,138,052	26,784	-4.0%	Shares	Sole	2022-02-11
2021-09-30	$1,091,721	27,907	+3.3%	Shares	Sole	2021-11-10
2021-06-30	$1,152,303	27,005	-20.5%	Shares	Sole	2021-08-04
2021-03-31	$1,622,306	33,975	+0.8%	Shares	Sole	2021-04-30
2020-12-31	$1,353,520	33,720	+0.9%	Shares	Sole	2021-01-29
2020-09-30	$1,140,733	33,433	-36.7%	Shares	Sole	2020-11-05
2020-06-30	$1,920,773	52,783	0.0%	Shares	Sole	2020-07-23
2020-03-31	$2,242,749	52,783	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.