Mackenzie Financial
AVA icon

Mackenzie Financial’s Avista AVA Stock Holding History

Mackenzie Financial’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 		$589K Sell
14,406
-7,310
-34% -$301K ﹤0.01% 1283
2026
Q1 		$872K Buy
21,716
+458
+2% +$18.5K ﹤0.01% 1102
2025
Q4 		$821K Buy
21,258
+15,885
+296% +$620K ﹤0.01% 1111
2025
Q3 		$203K Sell
5,373
-8,810
-62% -$327K ﹤0.01% 1559
2025
Q2 		$538K Buy
14,183
+4,871
+52% +$192K ﹤0.01% 1205
2025
Q1 		$390K Buy
+9,312
New +$353K ﹤0.01% 1281
2024
Q4 		– Sell
-67,104
Closed -$2.6M – 1699
2024
Q3 		$2.6M Buy
67,104
+49,388
+279% +$1.87M ﹤0.01% 672
2024
Q2 		$613K Buy
+17,716
New +$633K ﹤0.01% 969
2023
Q2 		– Sell
-4,758
Closed -$202K – 1516
2023
Q1 		$202K Buy
4,758
+100
+2% +$4.14K ﹤0.01% 1341
2022
Q4 		$207K Buy
+4,658
New +$186K ﹤0.01% 1241
2022
Q3 		– Sell
-5,104
Closed -$222K – 1438
2022
Q2 		$222K Buy
+5,104
New +$220K ﹤0.01% 1236

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

Mackenzie Financial's AVA Position: Q2 2026 in Review

Mackenzie Financial reduced its Avista (AVA) stake by 34% in Q2 2026, selling an estimated $301K and leaving 14,406 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Mackenzie Financial first reported a position in AVA in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.6M in Q3 2024. 418 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Mackenzie Financial held 14,406 shares of Avista worth $589K as of Q2 2026.
  • Mackenzie Financial sold 7,310 Avista shares in Q2 2026, an estimated $301K.
  • Avista made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1283 holding.
  • Mackenzie Financial first reported a position in Avista in Q2 2022 and has held it in 11 quarters since.
  • Mackenzie Financial's Avista position peaked at $2.6M in Q3 2024.
  • 418 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.