Clearstead Advisors, LLC

Position in AVA — Avista Corp

CIK 842775 CLEVELAND, OH

Position in AVA

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

Position Value

$3,313

-$7,235 QoQ

Shares Held

-71.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#367

of 413 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Advisors, LLC holds $1,997,773 across 6 Utilities - Diversified names. AVA ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPH	Brookfield Infrastructure Partners L.P.	74,692	$1,151,750
2	SRE	Sempra	8,048	$746,130
3	AES	Aes Corp	4,803	$70,411
4	AQN	Algonquin Power & Utilities Corp.	4,304	$25,221
5	AVA	Avista Corp This page	81	$3,313
6	UTL	Unitil Corp	18	$948

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,313	81	-71.0%	Shares	Sole	2026-08-06
2025-09-30	$10,548	279	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.