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Equibles

MORGAN STANLEY

Position in AVA — Avista Corp

CIK 895421 NEW YORK, NY
Back to AVA Full portfolio

Position in AVA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$61,352,519
-$6,816,397 QoQ
Shares Held
1,499,695
-11.7% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 417 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 87% Shared 0% None 13%

Common Shares in AVA Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $2,865,386,964 across 6 Utilities - Diversified names. AVA ranks #5 (2.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SRE
Sempra
 25,024,468 $2,320,018,418
2 AES
Aes Corp
 20,996,464 $307,808,156
3 BIPH
Brookfield Infrastructure Partners L.P.
 5,702,233 $87,928,430
4 AQN
Algonquin Power & Utilities Corp.
 11,360,898 $66,574,857
5 AVA
Avista Corp
This page 		1,499,695 $61,352,519
6 UTL
Unitil Corp
 411,930 $21,704,584

All Filings in AVA

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $61,352,519 1,499,695
2026-03-31 $68,168,916 1,698,279
2025-12-31 $69,657,076 1,807,397
2025-09-30 $58,588,973 1,549,563
2025-06-30 $63,223,063 1,665,957
2025-03-31 $46,829,539 1,118,451
2024-12-31 $35,756,626 976,157
2024-09-30 $47,313,203 1,220,986
2024-06-30 $35,326,595 1,020,705
2024-03-31 $49,415,667 1,411,070
2023-12-31 $49,810,724 1,393,697
2023-09-30 $38,518,321 1,189,939
2023-06-30 $36,067,449 918,448
2023-03-31 $29,600,890 697,312
2022-12-31 $40,902,313 922,470
2022-09-30 $26,867,507 725,169
2022-06-30 $30,153,642 693,028
2022-03-31 $19,350,836 428,590
2021-12-31 $18,534,729 436,214
2021-09-30 $17,879,988 457,055
2021-06-30 $18,315,708 429,241
2021-03-31 $16,781,926 351,454
2020-12-31 $14,238,820 354,729
2020-09-30 $10,462,519 306,639
2020-06-30 $15,991,836 439,457
2020-03-31 $11,324,347 266,518