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NFJ Investment Group’s Avista AVA Stock Holding History

NFJ Investment Group’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 		– Sell
-31,997
Closed -$1.28M – 212
2026
Q1 		$1.28M Hold
31,997
– – 0.05% 174
2025
Q4 		$1.23M Sell
31,997
-38,821
-55% -$1.52M 0.04% 183
2025
Q3 		$2.68M Hold
70,818
– – 0.09% 167
2025
Q2 		$2.69M Sell
70,818
-55,704
-44% -$2.2M 0.09% 180
2025
Q1 		$5.3M Hold
126,522
– – 0.18% 131
2024
Q4 		$4.63M Sell
126,522
-1,546
-1% -$58.1K 0.15% 144
2024
Q3 		$4.96M Buy
+128,068
New +$4.84M 0.15% 145

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

NFJ Investment Group's AVA Position: Q2 2026 in Review

NFJ Investment Group sold out of Avista (AVA) in Q2 2026, closing a stake of 31,997 shares — an estimated $1.28M sold.

NFJ Investment Group first reported a position in AVA in Q3 2024 and held it in 7 quarters. The position peaked at $5.3M in Q1 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • NFJ Investment Group reported no remaining Avista position as of Q2 2026 after selling out during the quarter.
  • NFJ Investment Group sold 31,997 Avista shares in Q2 2026, an estimated $1.28M.
  • NFJ Investment Group first reported a position in Avista in Q3 2024 and held it in 7 quarters.
  • NFJ Investment Group's Avista position peaked at $5.3M in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.