Position in AVA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$871,680
+$52,397 QoQ
Shares Held
21,716
+2.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026MACKENZIE FINANCIAL CORP holds $126,746,664 across 6 Utilities - Diversified names. AVA ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPH |
Brookfield Infrastructure Partners L.P.
|
3,076,641 | $111,128,272 | |
| 2 | SRE |
Sempra
|
86,574 | $8,412,395 | |
| 3 | AQN |
Algonquin Power & Utilities Corp.
|
916,231 | $5,625,658 | |
| 4 | AVA |
Avista Corp
This page
|
21,716 | $871,680 | |
| 5 | AES |
Aes Corp
|
33,574 | $473,057 | |
| 6 | UTL |
Unitil Corp
|
4,510 | $235,602 |
All Filings in AVA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $871,680 | 21,716 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $819,283 | 21,258 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $203,153 | 5,373 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $538,244 | 14,183 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $389,893 | 9,312 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $2,600,280 | 67,104 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $613,150 | 17,716 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $201,977 | 4,758 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $206,535 | 4,658 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $222,075 | 5,104 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||