Position in AVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,783,651
+$1,166,457 QoQ
Shares Held
268,651
+7.7% QoQ
Ownership
0.321%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $10,783,651 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
|
268,651 | $10,783,651 |
All Filings in AVA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,783,651 | 268,651 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,617,194 | 249,538 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,194,328 | 348,964 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $18,125,071 | 477,604 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,252,495 | 459,816 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $789,560 | 22,546 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $805,794 | 22,546 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $729,814 | 22,546 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $901,835 | 22,965 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,015,064 | 23,912 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,060,258 | 23,912 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $885,939 | 23,912 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,832,109 | 65,091 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,938,858 | 65,091 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,816,194 | 66,279 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,889,285 | 73,857 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,151,478 | 73,857 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,574,183 | 74,852 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,771,915 | 93,969 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,372,454 | 98,841 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,522,879 | 96,809 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $8,126,382 | 191,254 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||