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Evergreen Capital Management’s Avista AVA Stock Holding History

Evergreen Capital Management’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$802K Buy
19,602
+13,407
+216% +$552K 0.01% 640
2026
Q1 		$249K Sell
6,195
-95
-2% -$3.83K 0.01% 1254
2025
Q4 		$242K Buy
6,290
+550
+10% +$21.5K 0.01% 1185
2025
Q3 		$217K Buy
+5,740
New +$213K 0.01% 1187
2023
Q4 		– Sell
-205,211
Closed -$6.64M – 853
2023
Q3 		$6.64M Buy
+205,211
New +$7.33M 0.29% 106

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Capital Management's AVA Position: Q2 2026 in Review

Evergreen Capital Management increased its Avista (AVA) stake by 216% in Q2 2026, buying an estimated $552K and bringing the position to 19,602 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #640.

Evergreen Capital Management first reported a position in AVA in Q3 2023 and has held it in 5 quarters since. The position peaked at $6.64M in Q3 2023. 418 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Evergreen Capital Management held 19,602 shares of Avista worth $802K as of Q2 2026.
  • Evergreen Capital Management bought 13,407 Avista shares in Q2 2026, an estimated $552K.
  • Avista made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #640 holding.
  • Evergreen Capital Management first reported a position in Avista in Q3 2023 and has held it in 5 quarters since.
  • Evergreen Capital Management's Avista position peaked at $6.64M in Q3 2023.
  • 418 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.