Focus Partners Wealth

Position in AVA — Avista Corp

CIK 1542153 ST LOUIS, MO

Position in AVA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$512,970

+$135,494 QoQ

Shares Held

12,539

+33.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#209

of 413 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Utilities · as of Jun 30, 2026

Focus Partners Wealth holds $24,954,706 across 4 Utilities - Diversified names. AVA ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	1,109,941	$16,271,735
2	SRE	Sempra	81,607	$7,565,784
3	BIPH	Brookfield Infrastructure Partners L.P.	39,184	$604,217
4	AVA	Avista Corp This page	12,539	$512,970

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$512,970	12,539	+33.3%	Shares	Sole	2026-08-12
2026-03-31	$377,476	9,404	-44.2%	Shares	Sole	2026-05-15
2025-12-31	$649,591	16,855	+176.4%	Shares	Sole	2026-02-13
2025-09-30	$230,565	6,098	+2.5%	Shares	Sole	2025-11-14
2025-06-30	$225,840	5,951	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.