Corient Private Wealth LLC

Position in AVA — Avista Corp

CIK 1948780 MIAMI, FL

Position in AVA

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,033,513

+$35,706 QoQ

Shares Held

49,707

-0.1% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#112

of 413 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Corient Private Wealth LLC holds $49,990,191 across 5 Utilities - Diversified names. AVA ranks #2 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	491,010	$45,521,537
2	AVA	Avista Corp This page	49,707	$2,033,513
3	AES	Aes Corp	96,435	$1,413,737
4	UTL	Unitil Corp	13,993	$737,291
5	BIPH	Brookfield Infrastructure Partners L.P.	18,425	$284,113

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,033,513	49,707	-0.1%	Shares	Sole	2026-08-17
2026-03-31	$1,997,807	49,771	+824.4%	Shares	Sole	2026-05-15
2025-12-31	$207,499	5,384	+2.2%	Shares	Sole	2026-03-09
2025-03-31	$220,571	5,268	-3.5%	Shares	Sole	2025-05-14
2024-12-31	$199,999	5,460	-2.3%	Shares	Sole	2025-02-10
2024-09-30	$216,573	5,589	-8.8%	Shares	Sole	2024-11-12
2024-06-30	$212,055	6,127	-24.8%	Shares	Sole	2024-08-13
2024-03-31	$285,342	8,148	+12.6%	Shares	Sole	2024-05-09
2023-12-31	$258,543	7,234	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.