Bell Investment Advisors, Inc

Position in AVA — Avista Corp

CIK 1890149 ORINDA, CA

Position in AVA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,586

-$478 QoQ

Shares Held

161

-8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#352

of 413 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $47,577 across 5 Utilities - Diversified names. AVA ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	267	$24,753
2	BIPH	Brookfield Infrastructure Partners L.P.	461	$7,108
3	AVA	Avista Corp This page	161	$6,586
4	AES	Aes Corp	427	$6,259
5	AQN	Algonquin Power & Utilities Corp.	490	$2,871

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,586	161	-8.5%	Shares	Sole	2026-08-07
2026-03-31	$7,064	176	-8.8%	Shares	Sole	2026-04-17
2025-12-31	$7,438	193	-34.1%	Shares	Sole	2026-02-24
2025-09-30	$11,078	293	-8.7%	Shares	Sole	2025-11-21
2025-06-30	$12,181	321	0.0%	Shares	Sole	2025-08-11
2025-03-31	$13,440	321	+20.7%	Shares	Sole	2025-05-16
2024-12-31	$9,743	266	+24.3%	Shares	Sole	2025-02-07
2024-09-30	$8,292	214	-5.7%	Shares	Sole	2024-11-13
2024-06-30	$7,856	227	+32.0%	Shares	Sole	2024-08-08
2024-03-31	$6,023	172	-21.8%	Shares	Sole	2024-05-08
2023-12-31	$7,862	220	-1.3%	Shares	Sole	2024-02-14
2023-09-30	$7,218	223	+1615.4%	Shares	Sole	2023-11-08
2023-06-30	$510	13	0.0%	Shares	Sole	2023-08-09
2023-03-31	$551	13	-85.6%	Shares	Sole	2023-05-10
2022-12-31	$3,990	90	+32.4%	Shares	Sole	2023-02-09
2022-09-30	$2,519	68	-35.2%	Shares	Sole	2022-11-09
2022-06-30	$4,568	105	+50.0%	Shares	Sole	2022-08-12
2021-12-31	$2,974	70	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.