TRUIST FINANCIAL CORP

Position in AVA — Avista Corp

CIK 92230 CHARLOTTE, NC

Position in AVA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,053,718

-$308,953 QoQ

Shares Held

25,757

-24.1% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#161

of 413 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $9,905,016 across 4 Utilities - Diversified names. AVA ranks #2 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	84,289	$7,814,432
2	AVA	Avista Corp This page	25,757	$1,053,718
3	AES	Aes Corp	40,847	$598,816
4	BIPH	Brookfield Infrastructure Partners L.P.	28,408	$438,050

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,053,718	25,757	-24.1%	Shares	Defined	2026-07-28
2026-03-31	$1,362,671	33,948	-10.8%	Shares	Defined	2026-04-27
2025-12-31	$1,466,870	38,061	-0.2%	Shares	Defined	2026-02-02
2025-09-30	$1,441,279	38,119	+3.5%	Shares	Defined	2025-11-03
2025-06-30	$1,397,963	36,837	-19.0%	Shares	Defined	2025-07-18
2025-03-31	$1,904,665	45,490	+9.2%	Shares	Defined	2025-04-29
2024-12-31	$1,526,554	41,675	+11.0%	Shares	Defined	2025-01-31
2024-09-30	$1,454,868	37,545	-23.5%	Shares	Defined	2024-11-13
2024-06-30	$1,699,523	49,105	+33.2%	Shares	Defined	2024-08-21
2024-03-31	$1,290,696	36,856	+39.7%	Shares	Defined	2024-05-13
2023-12-31	$942,749	26,378	+156.5%	Shares	Defined	2024-02-02
2023-09-30	$332,827	10,282	+46.8%	Shares	Defined	2023-11-14
2023-06-30	$275,046	7,004	-60.3%	Shares	Defined	2023-08-01
2023-03-31	$749,495	17,656	-33.5%	Shares	Defined	2023-05-05
2022-12-31	$1,178,024	26,568	+110.1%	Shares	Defined	2023-02-17
2022-09-30	$468,570	12,647	-42.7%	Shares	Defined	2022-10-26
2022-06-30	$960,960	22,086	+143.9%	Shares	Defined	2022-07-22
2022-03-31	$408,922	9,057	+25.0%	Shares	Defined	2022-04-22
2021-12-31	$307,924	7,247	-62.2%	Shares	Defined	2022-02-14
2021-09-30	$749,343	19,155	-12.0%	Shares	Defined	2021-11-05
2021-06-30	$928,626	21,763	+310.5%	Shares	Defined	2021-08-16
2021-03-31	$253,169	5,302	-68.4%	Shares	Defined	2021-05-17
2020-09-30	$572,192	16,770	+0.3%	Shares	Defined	2021-11-05
2020-06-30	$608,294	16,716	-3.9%	Shares	Defined	2021-11-16
2020-03-31	$738,815	17,388	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.