Beacon Pointe Advisors, LLC

Position in AVA — Avista Corp

CIK 1744317 NEWPORT BEACH, CA

Position in AVA

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$295,779

-$10,770 QoQ

Shares Held

7,230

-5.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#252

of 413 holders

Holding Since

Mar 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $3,062,912 across 4 Utilities - Diversified names. AVA ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	16,389	$1,519,424
2	BIPH	Brookfield Infrastructure Partners L.P.	64,327	$991,922
3	AVA	Avista Corp This page	7,230	$295,779
4	AES	Aes Corp	17,448	$255,787

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,779	7,230	-5.3%	Shares	Sole	2026-08-18
2026-03-31	$306,549	7,637	+49.2%	Shares	Sole	2026-05-15
2023-03-31	$217,259	5,118	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.