Position in AVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,046,537
+$13,784 QoQ
Shares Held
50,985
-3.3% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026IEQ CAPITAL, LLC holds $2,896,385 across 2 Utilities - Diversified names. AVA ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
This page
|
50,985 | $2,046,537 | |
| 2 | SRE |
Sempra
|
8,746 | $849,848 |
All Filings in AVA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,046,537 | 50,985 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,032,753 | 52,744 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,202,168 | 31,795 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,033,985 | 27,246 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $699,270 | 16,701 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $283,772 | 7,747 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $220,758 | 5,697 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||