Position in AVA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$11,543,661
+$58,202 QoQ
Shares Held
287,585
-3.5% QoQ
Ownership
0.343%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026LOOMIS SAYLES & CO L P holds $14,576,241 across 3 Utilities - Diversified names. AVA ranks #1 (79.2% of the industry book) .
All Filings in AVA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,543,661 | 287,585 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $11,485,459 | 298,014 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $11,018,400 | 291,415 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||