Horizon Investments, LLC

Position in AVA — Avista Corp

CIK 1560717 Charlotte, NC

Position in AVA

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

Position Value

$900,101

-$273,552 QoQ

Shares Held

22,002

-24.8% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#173

of 414 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Horizon Investments, LLC holds $8,130,511 across 5 Utilities - Diversified names. AVA ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	48,558	$4,501,812
2	AQN	Algonquin Power & Utilities Corp.	292,847	$1,716,083
3	AVA	Avista Corp This page	22,002	$900,101
4	UTL	Unitil Corp	15,654	$824,809
5	AES	Aes Corp	12,804	$187,706

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$900,101	22,002	-24.8%	Shares	Sole	2026-08-13
2026-03-31	$1,173,653	29,239	-10.6%	Shares	Sole	2026-05-15
2025-12-31	$1,261,182	32,724	+108.7%	Shares	Sole	2026-02-02
2025-09-30	$592,898	15,681	-54.9%	Shares	Sole	2025-11-14
2025-06-30	$1,318,534	34,744	+231526.7%	Shares	Sole	2025-08-14
2024-06-30	$519	15	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.