MARTINGALE ASSET MANAGEMENT L P

Position in AVA — Avista Corp

CIK 936944 BOSTON, MA

Position in AVA

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

Position Value

$5,529,164

+$801,541 QoQ

Shares Held

137,747

+12.3% QoQ

Ownership

0.164%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Utilities · as of Mar 31, 2026

MARTINGALE ASSET MANAGEMENT L P holds $7,605,704 across 2 Utilities - Diversified names. AVA ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AVA	Avista Corp This page	137,747	$5,529,164
2	UTL	Unitil Corp	39,750	$2,076,540

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,529,164	137,747	+12.3%	Shares	Sole	2026-05-13
2025-12-31	$4,727,623	122,668	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$4,640,836	122,741	+5.9%	Shares	Sole	2025-11-13
2025-06-30	$4,400,036	115,943	-1.4%	Shares	Sole	2025-08-11
2025-03-31	$4,923,743	117,596	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$4,283,072	116,928	+5.5%	Shares	Sole	2025-02-13
2024-09-30	$4,295,010	110,839	+10.0%	Shares	Sole	2024-11-14
2024-06-30	$3,486,126	100,726	+489.0%	Shares	Sole	2024-08-12
2024-03-31	$598,841	17,100	+6.3%	Shares	Sole	2024-05-14
2023-12-31	$574,984	16,088	0.0%	Shares	Sole	2024-02-12
2023-09-30	$520,767	16,088	0.0%	Shares	Sole	2023-11-14
2023-06-30	$631,775	16,088	-24.3%	Shares	Sole	2023-08-11
2023-03-31	$901,934	21,247	-2.3%	Shares	Sole	2023-05-12
2022-12-31	$964,261	21,747	-58.9%	Shares	Sole	2023-02-13
2020-09-30	$1,805,118	52,905	-46.4%	Shares	Sole	2020-11-12
2020-06-30	$3,592,311	98,717	-7.2%	Shares	Sole	2020-08-10
2020-03-31	$4,517,579	106,321	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.