Position in AVA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,332,069
+$230,219 QoQ
Shares Held
107,924
+1.4% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026Northwest & Ethical Investments L.P. holds $11,722,738 across 3 Utilities - Diversified names. AVA ranks #2 (37.0% of the industry book) .
All Filings in AVA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,332,069 | 107,924 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,101,850 | 106,431 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,499,539 | 171,900 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,715,497 | 150,606 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,938,212 | 141,825 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,117,866 | 248,918 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,641,391 | 300,423 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,205,852 | 323,775 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,540,078 | 272,418 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $4,402,810 | 123,190 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||