MORGAN STANLEY

Position in AVA — Avista Corp

CIK 895421 NEW YORK, NY

Back to AVA Full portfolio

Position in AVA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$68,168,916

-$1,488,160 QoQ

Shares Held

1,698,279

-6.0% QoQ

Ownership

2.03%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Common Shares in AVA Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Mar 31, 2026

MORGAN STANLEY holds $2,891,097,687 across 6 Utilities - Diversified names. AVA ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	24,349,232	$2,366,014,862
2	AES	Aes Corp	24,294,029	$342,302,861
3	AVA	Avista Corp This page	1,698,279	$68,168,916
4	BIPH	Brookfield Infrastructure Partners L.P.	3,677,772	$55,534,356
5	AQN	Algonquin Power & Utilities Corp.	7,092,601	$43,548,567
6	UTL	Unitil Corp	297,246	$15,528,125

All Filings in AVA

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$68,168,916	1,698,279	-6.0%	Shares	Defined	2026-05-15
2025-12-31	$69,657,076	1,807,397	+16.6%	Shares	Defined	2026-05-27
2025-09-30	$58,588,973	1,549,563	-7.0%	Shares	Defined	2026-05-27
2025-06-30	$63,223,063	1,665,957	+49.0%	Shares	Defined	2025-08-15
2025-03-31	$46,829,539	1,118,451	+14.6%	Shares	Defined	2025-05-15
2024-12-31	$35,756,626	976,157	-20.1%	Shares	Defined	2025-05-15
2024-09-30	$47,313,203	1,220,986	+19.6%	Shares	Defined	2025-05-14
2024-06-30	$35,326,595	1,020,705	-27.7%	Shares	Defined	2025-05-14
2024-03-31	$49,415,667	1,411,070	+1.2%	Shares	Defined	2024-10-17
2023-12-31	$49,810,724	1,393,697	+17.1%	Shares	Defined	2024-08-16
2023-09-30	$38,518,321	1,189,939	+29.6%	Shares	Defined	2023-11-15
2023-06-30	$36,067,449	918,448	+31.7%	Shares	Defined	2023-08-14
2023-03-31	$29,600,890	697,312	-24.4%	Shares	Defined	2023-05-15
2022-12-31	$40,902,313	922,470	+27.2%	Shares	Defined	2023-02-14
2022-09-30	$26,867,507	725,169	+4.6%	Shares	Defined	2022-11-14
2022-06-30	$30,153,642	693,028	+61.7%	Shares	Defined	2022-10-27
2022-03-31	$19,350,836	428,590	-1.7%	Shares	Defined	2022-10-27
2021-12-31	$18,534,729	436,214	-4.6%	Shares	Defined	2022-02-14
2021-09-30	$17,879,988	457,055	+6.5%	Shares	Defined	2021-11-15
2021-06-30	$18,315,708	429,241	+22.1%	Shares	Defined	2021-08-23
2021-03-31	$16,781,926	351,454	-0.9%	Shares	Defined	2021-05-17
2020-12-31	$14,238,820	354,729	+15.7%	Shares	Defined	2021-02-16
2020-09-30	$10,462,519	306,639	-30.2%	Shares	Defined	2020-11-13
2020-06-30	$15,991,836	439,457	+64.9%	Shares	Defined	2020-08-14
2020-03-31	$11,324,347	266,518	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.