Universal- Beteiligungs- und Servicegesellschaft mbH

Position in AVA — Avista Corp

CIK 2057170 FRANKFURT AM MAIN, 2M

Back to AVA Full portfolio

Position in AVA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,682,795

+$1,320,042 QoQ

Shares Held

65,578

+93.2% QoQ

Ownership

0.078%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#99

of 413 holders

Holding Since

Mar 2026

2 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 Jun 30, 2026

Universal- Beteiligungs- und Servicegesellschaft mbH holds $40,455,796 across 4 Utilities - Diversified names. AVA ranks #3 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	334,260	$30,989,244
2	AES	Aes Corp	429,242	$6,292,687
3	AVA	Avista Corp This page	65,578	$2,682,795
4	UTL	Unitil Corp	9,320	$491,070

All Filings in AVA

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,682,795	65,578	+93.2%	Shares	Defined	2026-08-06
2026-03-31	$1,362,753	33,950	—	Shares	Defined	2026-05-11
No filing history on record for this holder in this stock.