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JACOBS LEVY EQUITY MANAGEMENT, INC

Position in AVA — Avista Corp

CIK 884414 FLORHAM PARK, NJ

Position in AVA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$10,828,508
+$44,857 QoQ
Shares Held
264,691
-1.5% QoQ
Ownership
0.316%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#49
of 417 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 65% Shared 0% None 35%

Common Shares in AVA Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $10,828,508 across 1 Utilities - Diversified name. AVA ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AVA
Avista Corp
This page
264,691 $10,828,508

All Filings in AVA

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,828,508 264,691
2026-03-31 $10,783,651 268,651
2025-12-31 $9,617,194 249,538
2025-09-30 $13,194,328 348,964
2025-06-30 $18,125,071 477,604
2025-03-31 $19,252,495 459,816
2024-03-31 $789,560 22,546
2023-12-31 $805,794 22,546
2023-09-30 $729,814 22,546
2023-06-30 $901,835 22,965
2023-03-31 $1,015,064 23,912
2022-12-31 $1,060,258 23,912
2022-09-30 $885,939 23,912
2022-06-30 $2,832,109 65,091
2022-03-31 $2,938,858 65,091
2021-12-31 $2,816,194 66,279
2021-09-30 $2,889,285 73,857
2021-06-30 $3,151,478 73,857
2021-03-31 $3,574,183 74,852
2020-12-31 $3,771,915 93,969
2020-09-30 $3,372,454 98,841
2020-06-30 $3,522,879 96,809
2020-03-31 $8,126,382 191,254