EverSource Wealth Advisors, LLC

Position in AVA — Avista Corp

CIK 1710537 BIRMINGHAM, AL

Position in AVA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$79,156

-$32,509 QoQ

Shares Held

1,935

-30.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#297

of 413 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $667,249 across 5 Utilities - Diversified names. AVA ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	4,898	$454,090
2	AES	Aes Corp	6,978	$102,292
3	AVA	Avista Corp This page	1,935	$79,156
4	UTL	Unitil Corp	340	$17,913
5	AQN	Algonquin Power & Utilities Corp.	2,355	$13,798

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,156	1,935	-30.4%	Shares	Sole	2026-07-24
2026-03-31	$111,665	2,782	+22.1%	Shares	Sole	2026-05-18
2025-12-31	$87,827	2,279	+14.2%	Shares	Sole	2026-02-06
2025-09-30	$75,466	1,996	-36.0%	Shares	Sole	2025-11-10
2025-06-30	$118,287	3,117	+47.1%	Shares	Sole	2025-08-13
2025-03-31	$88,720	2,119	-12.5%	Shares	Sole	2025-05-13
2024-12-31	$88,679	2,421	+168.7%	Shares	Sole	2025-02-10
2024-09-30	$34,913	901	+4.0%	Shares	Sole	2024-11-08
2024-06-30	$29,971	866	+18.8%	Shares	Sole	2024-08-13
2024-03-31	$25,527	729	+19.9%	Shares	Sole	2024-06-11
2023-12-31	$21,729	608	+75.7%	Shares	Sole	2024-02-09
2023-09-30	$11,199	346	-60.1%	Shares	Sole	2023-11-03
2023-06-30	$34,046	867	-8.7%	Shares	Sole	2023-08-04
2023-03-31	$40,326	950	+156.1%	Shares	Sole	2023-05-11
2022-12-31	$16,448	371	-85.3%	Shares	Sole	2023-02-09
2022-09-30	$93,216	2,516	+11.4%	Shares	Sole	2022-11-07
2022-06-30	$98,287	2,259	+913.0%	Shares	Sole	2022-08-01
2022-03-31	$10,068	223	0.0%	Shares	Sole	2022-05-25
2021-12-31	$9,475	223	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.