DIMENSIONAL FUND ADVISORS LP

Position in AVA — Avista Corp

CIK 354204 AUSTIN, TX

Back to AVA Full portfolio

Position in AVA

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$60,858,780

+$2,616,941 QoQ

Shares Held

1,516,163

+0.3% QoQ

Ownership

1.81%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 89% Shared 7% None 5%

Common Shares in AVA Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $434,131,266 across 5 Utilities - Diversified names. AVA ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	2,096,382	$203,705,437
2	AES	Aes Corp	7,409,321	$104,397,330
3	AVA	Avista Corp This page	1,516,163	$60,858,780
4	AQN	Algonquin Power & Utilities Corp.	7,716,896	$47,381,740
5	UTL	Unitil Corp	340,505	$17,787,979

All Filings in AVA

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$60,858,780	1,516,163	+0.3%	Shares	Sole	2026-05-07
2025-12-31	$58,241,839	1,511,205	+0.3%	Shares	Sole	2026-02-12
2025-09-30	$56,968,287	1,506,699	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$56,930,008	1,500,132	-1.9%	Shares	Sole	2025-08-12
2025-03-31	$64,010,143	1,528,783	-0.8%	Shares	Sole	2025-05-13
2024-12-31	$56,464,008	1,541,469	-2.2%	Shares	Sole	2025-02-13
2024-09-30	$61,097,355	1,576,706	+2.8%	Shares	Sole	2024-11-07
2024-06-30	$53,103,540	1,534,341	+4.2%	Shares	Sole	2024-08-09
2024-03-31	$51,580,081	1,472,875	+1.2%	Shares	Sole	2024-05-10
2023-12-31	$52,017,530	1,455,443	-1.2%	Shares	Sole	2024-02-07
2023-09-30	$47,663,980	1,472,474	+4.3%	Shares	Sole	2023-11-09
2023-06-30	$55,465,888	1,412,424	+1.9%	Shares	Sole	2023-08-09
2023-03-31	$58,857,346	1,386,510	+1.3%	Shares	Sole	2023-05-12
2022-12-31	$60,683	1,368,575	+3.5%	Shares	Sole	2023-02-09
2022-09-30	$48,990,473	1,322,280	+1.2%	Shares	Sole	2022-11-10
2022-06-30	$56,876,053	1,307,195	+1.0%	Shares	Sole	2022-08-12
2022-03-31	$58,451,822	1,294,614	+1.9%	Shares	Defined	2022-05-13
2021-12-31	$53,998,034	1,270,841	+0.8%	Shares	Defined	2022-02-09
2021-09-30	$49,334,036	1,261,095	+2.9%	Shares	Defined	2021-11-12
2021-06-30	$52,295,285	1,225,575	-5.7%	Shares	Defined	2021-08-12
2021-03-31	$62,030,592	1,299,070	-0.0%	Shares	Defined	2021-05-14
2020-12-31	$52,158,156	1,299,406	+1.1%	Shares	Defined	2021-03-08
2020-09-30	$43,839,252	1,284,855	-1.3%	Shares	Defined	2020-11-12
2020-06-30	$47,364,205	1,301,572	-3.0%	Shares	Defined	2020-08-13
2020-03-31	$57,019,455	1,341,950	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.