13FPulse
AV

AVA AVISTA CORP

2026Q2 · CUSIP 05379B107 · Sector: Utilities

Normal

Fund flows are within the usual range

Funds that own it
408
Institutions that reported holding it to the SEC
Net increase in holders
+6
Last quarter 402 → now 408
How unusual is that
Above average
Stronger buying than 59% of US stocks
What the filings say, in one paragraph

408 funds held AVA at the end of 2026Q2, up 6 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $1.9B(YoY -1.8%), the P/E is 13.8x, return on equity is 8.1%. AVA has had 7 buying rushes in its history, and the price moved +5.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Utilities sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=175 2013Q4: holders=184 2014Q1: holders=207 2014Q2: holders=207 2014Q3: holders=210 2014Q4: holders=218 2015Q1: holders=206 2015Q2: holders=208 2015Q3: holders=211 2015Q4: holders=221 2016Q1: holders=248 2016Q2: holders=245 2016Q3: holders=243 2016Q4: holders=258 2017Q1: holders=244 2017Q2: holders=240 2017Q3: holders=216 2017Q4: holders=241 2018Q1: holders=245 2018Q2: holders=236 2018Q3: holders=235 2018Q4: holders=249 2019Q1: holders=262 2019Q2: holders=251 2019Q3: holders=260 2019Q4: holders=264 2020Q1: holders=265 2020Q2: holders=255 2020Q3: holders=247 2020Q4: holders=235 2021Q1: holders=248 2021Q2: holders=254 2021Q3: holders=252 2021Q4: holders=260 2022Q1: holders=274 2022Q2: holders=271 2022Q3: holders=278 2022Q4: holders=289 2023Q1: holders=270 2023Q2: holders=260 2023Q3: holders=263 2023Q4: holders=287 2024Q1: holders=302 2024Q2: holders=314 2024Q3: holders=327 2024Q4: holders=332 2025Q1: holders=372 2025Q2: holders=370 2025Q3: holders=377 2025Q4: holders=403 2026Q1: holders=402 2026Q2: holders=408 -40 -20 +0 +20 +40 157293429 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q1 Top 5% -3.8% +6.0%
2024Q1 Top 20% +2.2% +0.8%
2022Q3 Top 20% +8.0% +12.4%
2022Q1 Top 20% +3.9% -10.1%
2018Q4 Top 20% +2.9% +14.9%
2016Q1 Top 5% +5.8% +4.9%
2014Q1 Top 10% +1.7% +7.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
183
Change in large funds
+1
Total value they hold
$3.0B
Funds buying for the first time
54
Funds that sold out entirely
48
Price change that quarter
-6.3%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
13.8
EPS (TTM)
$2.77
EPS YoY
+23.7%
Revenue (TTM)
$1.9B
Revenue YoY
-1.8%
Net margin
11.8%
ROE
8.1%
Debt ratio
67.0%
FCF (TTM)
-$104M
Dividend (TTM)
$1.97
Quarterly Revenue & EPS
2021-09-30: EPS 0.20 2021-12-31: EPS 0.72 2022-03-31: EPS 0.99 2022-06-30: EPS 0.16 2022-09-30: EPS -0.08 2022-12-31: EPS 1.05 2023-03-31: EPS 0.73 2023-06-30: EPS 0.23 2023-09-30: EPS 0.19 2023-12-31: EPS 1.09 2024-03-31: EPS 0.91 2024-06-30: EPS 0.29 2024-09-30: EPS 0.23 2024-12-31: EPS 0.86 2025-03-31: EPS 0.98 2025-06-30: EPS 0.17 2025-09-30: EPS 0.36 2025-12-31: EPS 0.87 2026-03-31: EPS 1.11 2026-06-30: EPS 0.43 0M 309M 617M $M -0.09 0.57 1.22 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 16 12 16 20 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-207M-52M103M 20162017201820192020202120222023202420252026
Latest quarter $29M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.