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Equibles

MARTINGALE ASSET MANAGEMENT L P

Position in AVA — Avista Corp

CIK 936944 BOSTON, MA
Back to AVA Full portfolio

Position in AVA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$6,237,056
+$707,892 QoQ
Shares Held
152,458
+10.7% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#68
of 417 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority Sole 49% Shared 0% None 51%

Common Shares in AVA Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $9,558,212 across 2 Utilities - Diversified names. AVA ranks #1 (65.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AVA
Avista Corp
This page 		152,458 $6,237,056
2 UTL
Unitil Corp
 63,032 $3,321,156

All Filings in AVA

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,237,056 152,458
2026-03-31 $5,529,164 137,747
2025-12-31 $4,727,623 122,668
2025-09-30 $4,640,836 122,741
2025-06-30 $4,400,036 115,943
2025-03-31 $4,923,743 117,596
2024-12-31 $4,283,072 116,928
2024-09-30 $4,295,010 110,839
2024-06-30 $3,486,126 100,726
2024-03-31 $598,841 17,100
2023-12-31 $574,984 16,088
2023-09-30 $520,767 16,088
2023-06-30 $631,775 16,088
2023-03-31 $901,934 21,247
2022-12-31 $964,261 21,747
2020-09-30 $1,805,118 52,905
2020-06-30 $3,592,311 98,717
2020-03-31 $4,517,579 106,321