Steward Partners Investment Advisory, LLC

Position in AVA — Avista Corp

CIK 1723397 STAMFORD, CT

Position in AVA

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

Position Value

$14,277

+$8,227 QoQ

Shares Held

349

+122.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#340

of 413 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $4,236,257 across 6 Utilities - Diversified names. AVA ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AQN	Algonquin Power & Utilities Corp.	341,945	$2,003,797
2	SRE	Sempra	10,825	$1,003,585
3	AES	Aes Corp	47,424	$695,235
4	BIPH	Brookfield Infrastructure Partners L.P.	32,967	$508,351
5	AVA	Avista Corp This page	349	$14,277
6	UTL	Unitil Corp	209	$11,012

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,277	349	+122.3%	Shares	Sole	2026-08-13
2025-12-31	$6,050	157	0.0%	Shares	Sole	2026-02-12
2025-09-30	$5,936	157	+57.0%	Shares	Sole	2025-11-12
2025-06-30	$3,795	100	0.0%	Shares	Sole	2025-08-12
2025-03-31	$4,187	100	-50.0%	Shares	Sole	2025-05-13
2024-12-31	$7,326	200	0.0%	Shares	Sole	2025-02-06
2024-09-30	$7,750	200	0.0%	Shares	Sole	2024-11-14
2024-06-30	$6,922	200	0.0%	Shares	Sole	2024-08-08
2024-03-31	$7,004	200	-60.0%	Shares	Sole	2024-05-15
2023-12-31	$17,870	500	-37.5%	Shares	Sole	2024-02-12
2023-09-30	$25,896	800	+440.5%	Shares	Sole	2023-11-13
2021-03-31	$7,067	148	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.