Rockefeller Capital Management L.P.

Position in AVA — Avista Corp

CIK 1739439 NEW YORK, NY

Position in AVA

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

Position Value

$141,854

+$12,206 QoQ

Shares Held

3,534

+5.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Mar 31, 2026

Rockefeller Capital Management L.P. holds $77,078,231 across 6 Utilities - Diversified names. AVA ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	536,077	$52,090,599
2	AES	Aes Corp	1,203,727	$16,960,512
3	BIPH	Brookfield Infrastructure Partners L.P.	199,276	$7,197,848
4	UTL	Unitil Corp	13,104	$684,551
5	AVA	Avista Corp This page	3,534	$141,854
6	AQN	Algonquin Power & Utilities Corp.	467	$2,867

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$141,854	3,534	+5.1%	Shares	Defined	2026-05-14
2025-12-31	$129,648	3,364	-8.6%	Shares	Defined	2026-03-17
2025-09-30	$139,178	3,681	+7902.2%	Shares	Defined	2025-11-14
2022-12-31	$2,039	46	-33.3%	Shares	Defined	2023-03-06
2022-09-30	$2,556	69	-72.3%	Shares	Defined	2022-11-02
2022-06-30	$10,833	249	-25.7%	Shares	Defined	2022-08-12
2022-03-31	$15,125	335	+56.5%	Shares	Defined	2022-05-13
2021-12-31	$9,092	214	-29.6%	Shares	Defined	2022-02-14
2021-09-30	$11,892	304	0.0%	Shares	Defined	2021-11-12
2021-06-30	$12,971	304	-24.6%	Shares	Defined	2021-08-10
2021-03-31	$19,243	403	0.0%	Shares	Defined	2021-05-11
2020-12-31	$16,176	403	0.0%	Shares	Defined	2021-02-12
2020-09-30	$13,750	403	-4.3%	Shares	Defined	2020-11-13
2020-06-30	$15,320	421	+4.5%	Shares	Defined	2020-08-12
2020-03-31	$17,123	403	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.