BANK OF MONTREAL /CAN/

Bank

Position in AVA — Avista Corp

CIK 927971 TORONTO, A6

Position in AVA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$272,508

+$46,049 QoQ

Shares Held

6,789

+15.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91.7660922079835.ToString("F0")% Shared 0.ToString("F0")% None 8.233907792016497.ToString("F0")%

Utilities · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $1,250,057,934 across 6 Utilities - Diversified names. AVA ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPH	Brookfield Infrastructure Partners L.P.	26,410,010	$953,929,559
2	SRE	Sempra	1,662,356	$161,531,129
3	AQN	Algonquin Power & Utilities Corp.	20,155,570	$123,755,196
4	AES	Aes Corp	722,813	$10,184,431
5	UTL	Unitil Corp	7,372	$385,111
6	AVA	Avista Corp This page	6,789	$272,508

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$272,508	6,789	+15.5%	Shares	Defined	2026-05-13
2025-12-31	$226,459	5,876	-0.3%	Shares	Defined	2026-02-12
2025-09-30	$222,888	5,895	-55.4%	Shares	Defined	2025-11-13
2025-06-30	$501,508	13,215	+4.1%	Shares	Defined	2025-08-05
2025-03-31	$531,579	12,696	+22.7%	Shares	Defined	2025-05-13
2024-12-31	$378,863	10,343	+17.1%	Shares	Defined	2025-02-13
2024-09-30	$342,199	8,831	-22.1%	Shares	Defined	2024-11-13
2024-06-30	$392,301	11,335	-36.9%	Shares	Defined	2024-08-14
2024-03-31	$629,378	17,972	-28.6%	Shares	Defined	2024-05-13
2023-12-31	$900,003	25,182	-2.7%	Shares	Defined	2024-02-08
2023-09-30	$837,442	25,871	-2.1%	Shares	Defined	2023-11-01
2023-06-30	$1,037,708	26,425	-13.1%	Shares	Defined	2023-08-02
2023-03-31	$1,290,436	30,399	+13.2%	Shares	Defined	2024-06-13
2022-12-31	$1,190,260	26,844	+7.2%	Shares	Defined	2023-02-01
2022-09-30	$927,434	25,032	-48.2%	Shares	Defined	2022-11-10
2022-06-30	$2,103,750	48,351	+28.6%	Shares	Defined	2022-08-11
2022-03-31	$1,697,278	37,592	+27.6%	Shares	Defined	2022-05-12
2021-12-31	$1,251,542	29,455	-25.6%	Shares	Defined	2022-02-11
2021-09-30	$1,548,485	39,583	+7.7%	Shares	Defined	2021-11-12
2021-06-30	$1,568,633	36,762	+45.0%	Shares	Defined	2021-08-12
2021-03-31	$1,210,269	25,346	+12.9%	Shares	Defined	2021-05-13
2020-12-31	$900,819	22,442	+307.9%	Shares	Defined	2021-02-12
2020-09-30	$187,727	5,502	-33.8%	Shares	Defined	2020-11-12
2020-06-30	$302,617	8,316	+239.6%	Shares	Defined	2020-08-12
2020-03-31	$104,056	2,449	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.