MERCER GLOBAL ADVISORS INC /ADV

Position in AVA — Avista Corp

CIK 853758 DENVER, CO

Position in AVA

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$1,252,582

+$630,132 QoQ

Shares Held

30,618

+97.4% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#152

of 413 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Utilities · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $15,564,968 across 5 Utilities - Diversified names. AVA ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	108,075	$10,019,633
2	AES	Aes Corp	205,339	$3,010,269
3	AVA	Avista Corp This page	30,618	$1,252,582
4	UTL	Unitil Corp	16,622	$875,813
5	BIPH	Brookfield Infrastructure Partners L.P.	26,373	$406,671

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,252,582	30,618	+97.4%	Shares	Sole	2026-08-19
2026-03-31	$622,450	15,507	+30.7%	Shares	Sole	2026-05-15
2025-12-31	$457,161	11,862	+58.8%	Shares	Sole	2026-02-18
2025-09-30	$282,440	7,470	+56.1%	Shares	Sole	2025-11-14
2025-03-31	$200,389	4,786	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.