Position in AVA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,436,857
-$1,355,272 QoQ
Shares Held
132,898
-21.5% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#9
of 167 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 43%
Shared 39%
None 18%
Common Shares in AVA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Moody Aldrich Partners LLC holds $5,436,857 across 1 Utilities - Diversified name. AVA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
This page
|
132,898 | $5,436,857 |
All Filings in AVA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,436,857 | 132,898 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,792,129 | 169,211 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,586,023 | 170,888 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,565,746 | 120,755 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,515,501 | 145,336 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,890,039 | 116,791 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,252,669 | 116,098 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,724,632 | 121,926 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||