WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in AVA — Avista Corp

CIK 1632972 PLYMOUTH, MN

Position in AVA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$938,598

+$615,873 QoQ

Shares Held

22,943

+185.4% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#167

of 413 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $15,853,999 across 5 Utilities - Diversified names. AVA ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	107,268	$9,944,816
2	AES	Aes Corp	286,041	$4,193,361
3	AVA	Avista Corp This page	22,943	$938,598
4	UTL	Unitil Corp	8,755	$461,300
5	BIPH	Brookfield Infrastructure Partners L.P.	20,488	$315,924

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$938,598	22,943	+185.4%	Shares	Sole	2026-07-15
2026-03-31	$322,725	8,040	-0.9%	Shares	Sole	2026-04-08
2025-12-31	$312,790	8,116	+36.2%	Shares	Sole	2026-01-08
2025-09-30	$225,234	5,957	-1.3%	Shares	Sole	2025-10-29
2025-06-30	$228,952	6,033	-7.0%	Shares	Sole	2025-07-10
2025-03-31	$271,736	6,490	-0.7%	Shares	Sole	2025-04-16
2024-12-31	$239,303	6,533	-4.9%	Shares	Sole	2025-03-17
2024-09-30	$266,212	6,870	+0.5%	Shares	Sole	2024-10-24
2024-06-30	$236,593	6,836	+6.9%	Shares	Sole	2024-07-16
2024-03-31	$223,917	6,394	-0.3%	Shares	Sole	2024-04-15
2023-12-31	$229,236	6,414	-22.5%	Shares	Sole	2024-01-30
2023-09-30	$268,023	8,280	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.