Baird Financial Group, Inc.

Position in AVA — Avista Corp

CIK 1648711 MILWAUKEE, WI

Position in AVA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$493,200

-$20,846 QoQ

Shares Held

12,287

-7.9% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Baird Financial Group, Inc. holds $4,070,922 across 4 Utilities - Diversified names. AVA ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AQN	Algonquin Power & Utilities Corp.	258,719	$1,588,534
2	SRE	Sempra	14,597	$1,418,390
3	AES	Aes Corp	40,511	$570,798
4	AVA	Avista Corp This page	12,287	$493,200

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$493,200	12,287	-7.9%	Shares	Defined	2026-05-14
2025-12-31	$514,046	13,338	-1.0%	Shares	Defined	2026-02-13
2025-09-30	$509,527	13,476	+3.3%	Shares	Defined	2025-11-13
2025-06-30	$495,209	13,049	-7.7%	Shares	Defined	2025-08-13
2025-03-31	$591,623	14,130	-3.8%	Shares	Defined	2025-05-15
2024-12-31	$537,765	14,681	-9.2%	Shares	Defined	2025-02-14
2024-09-30	$626,626	16,171	-0.4%	Shares	Defined	2024-11-14
2024-06-30	$561,651	16,228	-10.0%	Shares	Defined	2024-08-14
2024-03-31	$631,305	18,027	+64.5%	Shares	Defined	2024-05-14
2023-12-31	$391,674	10,959	-5.7%	Shares	Defined	2024-02-14
2023-09-30	$376,300	11,625	-14.5%	Shares	Defined	2023-11-13
2023-06-30	$533,835	13,594	+6.6%	Shares	Defined	2023-08-11
2023-03-31	$541,406	12,754	+25.2%	Shares	Defined	2023-05-15
2022-12-31	$451,602	10,185	+15.3%	Shares	Defined	2023-02-13
2022-09-30	$327,188	8,831	+0.1%	Shares	Defined	2022-11-15
2022-06-30	$384,018	8,826	-32.1%	Shares	Defined	2022-08-08
2022-03-31	$586,814	12,997	-32.0%	Shares	Defined	2022-05-13
2021-12-31	$811,771	19,105	-7.6%	Shares	Defined	2022-02-09
2021-09-30	$809,197	20,685	0.0%	Shares	Defined	2021-11-12
2021-06-30	$882,628	20,685	-29.8%	Shares	Defined	2021-08-11
2021-03-31	$1,407,622	29,479	-2.8%	Shares	Defined	2021-05-13
2020-12-31	$1,217,566	30,333	0.0%	Shares	Defined	2021-02-11
2020-09-30	$1,034,961	30,333	0.0%	Shares	Defined	2020-11-12
2020-06-30	$1,103,817	30,333	-1.6%	Shares	Defined	2020-10-22
2020-03-31	$1,310,094	30,833	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.