Position in AVA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,325,896
+$519,037 QoQ
Shares Held
301,293
+2.4% QoQ
Ownership
0.360%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#4
of 167 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Sound Income Strategies, LLC holds $13,667,316 across 2 Utilities - Diversified names. AVA ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
This page
|
301,293 | $12,325,896 | |
| 2 | SRE |
Sempra
|
14,469 | $1,341,420 |
All Filings in AVA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,325,896 | 301,293 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,806,859 | 294,142 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,079,335 | 183,688 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||