Vanguard Personalized Indexing Management, LLC

Position in AVA — Avista Corp

CIK 1767306 OAKLAND, CA

Position in AVA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,033,018

+$234,995 QoQ

Shares Held

25,251

+27.0% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#162

of 413 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Utilities · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $10,912,229 across 6 Utilities - Diversified names. AVA ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	73,964	$6,857,202
2	AES	Aes Corp	147,687	$2,165,091
3	AVA	Avista Corp This page	25,251	$1,033,018
4	AQN	Algonquin Power & Utilities Corp.	88,590	$519,137
5	UTL	Unitil Corp	4,157	$219,032
6	BIPH	Brookfield Infrastructure Partners L.P.	7,701	$118,749

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,033,018	25,251	+27.0%	Shares	Sole	2026-08-11
2026-03-31	$798,023	19,881	+11.8%	Shares	Sole	2026-05-14
2025-12-31	$685,626	17,790	+22.0%	Shares	Sole	2026-02-13
2025-09-30	$551,458	14,585	+5.5%	Shares	Sole	2025-10-31
2025-06-30	$524,772	13,828	+7.6%	Shares	Sole	2025-07-25
2025-03-31	$537,862	12,846	-6.0%	Shares	Sole	2025-05-14
2024-12-31	$500,475	13,663	+22.9%	Shares	Sole	2025-02-10
2024-09-30	$430,938	11,121	+8.7%	Shares	Sole	2024-11-12
2024-06-30	$354,198	10,234	-5.6%	Shares	Sole	2024-08-12
2024-03-31	$379,791	10,845	+16.4%	Shares	Sole	2024-05-09
2023-12-31	$332,882	9,314	+73.8%	Shares	Sole	2024-02-08
2023-06-30	$210,447	5,359	-11.3%	Shares	Sole	2023-07-28
2023-03-31	$256,567	6,044	-26.5%	Shares	Sole	2023-05-10
2020-03-31	$349,267	8,220	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.