Arax Advisory Partners

Position in AVA — Avista Corp

CIK 1586767 DENVER, CO

Position in AVA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$261,005

+$221,588 QoQ

Shares Held

6,380

+549.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#263

of 413 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

Arax Advisory Partners holds $3,617,287 across 6 Utilities - Diversified names. AVA ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	23,699	$2,197,134
2	AES	Aes Corp	68,864	$1,009,546
3	AVA	Avista Corp This page	6,380	$261,005
4	UTL	Unitil Corp	2,089	$110,069
5	BIPH	Brookfield Infrastructure Partners L.P.	2,188	$33,738
6	AQN	Algonquin Power & Utilities Corp.	989	$5,795

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,005	6,380	+549.7%	Shares	Sole	2026-08-10
2026-03-31	$39,417	982	+96.0%	Shares	Sole	2026-05-13
2025-12-31	$19,308	501	-92.6%	Shares	Sole	2026-02-13
2025-09-30	$256,011	6,771	-95.3%	Shares	Sole	2025-11-14
2025-06-30	$5,441,270	143,380	+11110.3%	Shares	Sole	2025-08-12
2025-03-31	$53,551	1,279	-12.5%	Shares	Sole	2025-05-15
2024-12-31	$53,553	1,462	+45.3%	Shares	Sole	2025-02-05
2024-09-30	$38,982	1,006	0.0%	Shares	Sole	2024-11-06
2024-06-30	$34,817	1,006	—	Shares	Sole	2024-08-06
No filing history on record for this holder in this stock.