Avista Corporation
US ˙ NYSE ˙ US05379B1070

SecurityAVA / Avista Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,856 shares
Latest Disclosed Value $ 114,640
IFP Advisors, Inc reports 7.77% increase in ownership of AVA / Avista Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,856 shares of Avista Corporation (US:AVA) valued at $114,640 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,650 shares of Avista Corporation. This represents a change in shares of 7.77% during the quarter. The current value of the position is $117,324 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F AVISTA cs 05379B107 2,856 206 7.77 115 11.76 0.0024
2026-02-06 2025-12-31 13F AVISTA cs 05379B107 2,650 -315 -10.62 102 -8.93 0.0023
2026-02-06 2025-09-30 13F/A-1 AVISTA cs 05379B107 2,965 -558 -15.84 112 -15.79 0.0029
2025-12-02 2025-09-30 13F AVISTA cs 05379B107 2,947 -576 113 0.0029
2025-07-24 2025-06-30 13F AVIST A cs 05379B107 3,523 664 23.22 134 11.76 0.0038
2025-05-05 2025-03-31 13F AVISTA cs 05379B107 2,859 0 0.00 120 14.42 0.0037
2025-02-04 2024-12-31 13F AVISTA cs 05379B107 2,859 4 0.14 105 -5.45 0.0034
2025-02-04 2024-09-30 13F AVISTA cs 05379B107 2,855 0 0.00 111 12.24 0.0040
2024-07-30 2024-06-30 13F AVISTA cs 05379B107 2,855 500 21.23 99 19.51 0.0039
2024-07-30 2024-03-31 13F AVISTA cs 05379B107 2,355 0 0.00 82 -2.38 0.0036
2024-01-09 2023-12-31 13F AVISTA cs 05379B107 2,355 0 0.00 84 10.53 0.0040
2023-10-12 2023-09-30 13F AVISTA cs 05379B107 2,355 0 0.00 76 -17.39 0.0034
2023-08-14 2023-06-30 13F/A-1 AVISTA cs 05379B107 2,355 0 0.00 92 -25.20 0.0039
2023-08-04 2023-06-30 13F AVISTA cs 05379B107 2,355 0 123 0.0057
2023-04-18 2023-03-31 13F AVISTA cs 05379B107 2,355 -131 -5.27 123 0.0054
2023-02-07 2022-12-31 13F AVISTA cs 05379B107 2,486 -1 -0.04 0 -100.00 0.0038
2022-11-08 2022-09-30 13F AVISTA cs 05379B107 2,487 0 0.00 143 0.00 0.0037
2022-09-06 2022-06-30 13F/A-1 AVISTA cs 05379B107 2,487 0 0.00 143 0.00 0.0046
2022-09-06 2022-03-31 13F/A-1 AVISTA cs 05379B107 2,487 497 24.97 143 68.24 0.0046
2022-08-08 2022-03-31 13F AVISTA CORP COM Stock 05379B107 1,990 0 104 0.0021
2022-01-12 2021-12-31 13F AVISTA CORP COM Stock 05379B107 1,990 0 0.00 85 8.97 0.0017
2021-10-06 2021-09-30 13F AVISTA CORP COM Stock 05379B107 1,990 0 0.00 78 -8.24 0.0016
2021-07-13 2021-06-30 13F AVISTA CORP COM Stock 05379B107 1,990 0 0.00 85 -9.57 0.0018
2021-04-30 2021-03-31 13F AVISTA CORP COM Stock 05379B107 1,990 -150 -7.01 94 9.30 0.0018
2021-01-25 2020-12-31 13F AVISTA CORP COM Stock 05379B107 2,140 -474 -18.13 86 -2.27 0.0035
2020-10-29 2020-09-30 13F AVISTA CORP COM Stock 05379B107 2,614 0 0.00 88 -6.38 0.0053
2020-08-05 2020-06-30 13F AVISTA CORP COM Stock 05379B107 2,614 0 0.00 94 -10.48 0.0074
2020-05-12 2020-03-31 13F AVISTA CORP COM Stock 05379B107 2,614 0 0.00 105 -15.32 0.0106
2020-01-17 2019-12-31 13F AVISTA CORP COM Stock 05379B107 2,614 -100 -3.68 124 -6.06 0.0093
2019-11-07 2019-09-30 13F AVISTA CORP COM Stock 05379B107 2,714 100 3.83 132 25.71 0.0088
2019-05-15 2019-03-31 13F AVISTA Stock 05379B107 2,614 -48 -1.80 105 -7.08 0.0143
2019-06-03 2018-12-31 13F/A-10 AVISTA CORP COM Stock 05379B107 2,662 -148 -5.27 113 -20.42 0.0069
2019-01-23 2018-12-31 13F AVISTA CORP COM Stock 05379B107 2,662 -148 113 0.0069
2019-06-03 2018-09-30 13F/A-9 AVISTA CORP COM Stock 05379B107 2,810 -26 -0.92 142 -4.70 0.0058
2018-10-25 2018-09-30 13F AVISTA CORP COM Stock 05379B107 2,810 -26 142 0.0058
2019-06-03 2018-06-30 13F/A-8 AVISTA CORP COM Stock 05379B107 2,836 -24 -0.84 149 1.36 0.0063
2018-08-07 2018-06-30 13F AVISTA CORP COM Stock 05379B107 2,836 0 149
2019-06-03 2018-03-31 13F/A-7 AVISTA CORP COM Stock 05379B107 2,860 0 0.00 147 0.00 0.0067
2018-05-09 2018-03-31 13F AVISTA CORP COM Stock 05379B107 2,836 -24 145
2019-06-03 2017-12-31 13F/A-6 AVISTA CORP COM Stock 05379B107 2,860 -19,948 -87.46 147 -87.55 0.0067
2018-01-24 2017-12-31 13F AVISTA CORP COM Stock 05379B107 2,860 -19,948 147
2017-10-30 2017-09-30 13F AVISTA CORP COM Stock 05379B107 22,808 276 1.22 1,181 23.41 0.0469
2019-06-03 2017-06-30 13F/A-5 AVISTA CORP COM Stock 05379B107 22,532 2,509 12.53 957 22.38 0.0406
2017-07-31 2017-06-30 13F AVISTA CORP COM Stock 05379B107 22,532 2,509 957
2019-06-03 2017-03-31 13F/A-4 AVISTA CORP COM Stock 05379B107 20,023 -218 -1.08 782 -3.34 0.0341
2017-04-26 2017-03-31 13F AVISTA CORP COM Stock 05379B107 20,023 -218 782
2019-06-03 2016-12-31 13F/A-3 AVISTA CORP COM Stock 05379B107 20,241 311 1.56 809 -2.88 0.0390
2017-02-14 2016-12-31 13F AVISTA CORP COM Stock 05379B107 20,241 311 809
2016-11-04 2016-09-30 13F AVISTA CORP COM Stock 05379B107 19,930 85 0.43 833 -6.30 0.0433
2019-06-03 2016-06-30 13F/A-2 AVISTA CORP COM Stock 05379B107 19,845 17,231 659.18 889 746.67 0.0496
2016-08-22 2016-06-30 13F AVISTA CORP COM Stock 05379B107 19,845 17,231 889
2019-06-03 2016-03-31 13F/A-1 AVISTA Stock 05379B107 2,614 -17,822 -87.21 105 -85.48 0.0143
2016-05-02 2016-03-31 13F AVISTA CORP COM Stock 05379B107 19,578 -858 798
2016-02-11 2015-12-31 13F AVISTA CORP COM Stock 05379B107 20,436 20,436 723 0.0485
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.