AVANYSEElectric & Other Services CombinedFiscal year ends December 31
AVISTA CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$36.12−0.55 (-1.50%)
Close on Oct 19, 2026
- Market cap
- $3.00B
- P/E (TTM)
- 13.0
- Dividend yield
- 5.43%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.1%
75M of 84M shares
Institutional holders
416
54 new, 35 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $754.89K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 7,011,953 | 8.52% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 4,337,628 | 5.27% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 12,761,549 | 15.90% | 13G (passive) amendment | Mar 31, 2025 |
| State Street Corporation | – | 5.98% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AVA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,799,513 | 17.67% | $605.45M | +556,328 | 0.01% |
| Vanguard Portfolio Management LLC | 7,205,516 | 8.60% | $294.78M | +224,849 | 0.01% |
| State Street Corp | 5,389,253 | 6.43% | $220.48M | +246,276 | 0.01% |
| Vanguard Capital Management LLC | 3,762,419 | 4.49% | $153.92M | +70,700 | 0.00% |
| ATLAS Infrastructure Partners (UK) Ltd. | 2,291,179 | 2.74% | $93.73M | New | 2.84% |
| Geode Capital Management, LLC | 2,221,813 | 2.65% | $90.91M | +160,130 | 0.00% |
| Westwood Holdings Group Inc | 1,981,325 | 2.37% | $81.06M | −556,740 | 0.61% |
| Dimensional Fund Advisors LP | 1,533,324 | 1.83% | $62.73M | +17,161 | 0.01% |
| Morgan Stanley | 1,499,695 | 1.79% | $61.35M | −198,584 | 0.00% |
| Invesco Ltd. | 1,417,093 | 1.69% | $57.97M | +111,445 | 0.00% |
| Two Sigma Investments, LP | 1,242,432 | 1.48% | $50.83M | +226,751 | 0.04% |
| Charles Schwab Investment Management Inc | 1,163,537 | 1.39% | $47.60M | −27,172 | 0.01% |
| First Trust Advisors LP | 951,702 | 1.14% | $38.93M | −79,102 | 0.02% |
| Bank of New York Mellon Corp | 926,876 | 1.11% | $37.92M | +16,992 | 0.01% |
| UBS Group AG | 900,743 | 1.08% | $36.85M | +447,626 | 0.00% |
| Northern Trust Corp | 885,239 | 1.06% | $36.22M | +78,126 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 875,799 | 1.05% | $35.83M | +36,970 | 0.10% |
| Victory Capital Management Inc | 852,868 | 1.02% | $34.89M | +114,512 | 0.02% |
| Goldman Sachs Group Inc | 777,799 | 0.93% | $31.82M | −222,823 | 0.00% |
| Algert Global LLC | 739,725 | 0.88% | $30.26M | +100,918 | 0.36% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 416 | 75M | 89.1% | 54 / 173 | 114 / 35 | 8M | 4M |
| Q1 2026 | 405 | 71M | 84.4% | 49 / 146 | 126 / 41 | 17M | 5M |
| Q4 2025 | 405 | 70M | 83.9% | 64 / 160 | 114 / 27 | 7M | 5M |
| Q3 2025 | 380 | 69M | 82.4% | 39 / 136 | 142 / 27 | 6M | 6M |
| Q2 2025 | 371 | 70M | 83.3% | 45 / 154 | 109 / 44 | 7M | 7M |
| Q1 2025 | 374 | 69M | 82.8% | 74 / 140 | 95 / 29 | 9M | 9M |
| Q4 2024 | 332 | 70M | 83.1% | 49 / 119 | 101 / 45 | 5M | 4M |
| Q3 2024 | 330 | 68M | 81.5% | 48 / 108 | 111 / 29 | 19M | 4M |
| Q2 2024 | 315 | 68M | 81.1% | 48 / 136 | 72 / 32 | 5M | 7M |
| Q1 2024 | 303 | 70M | 83.8% | 48 / 124 | 85 / 32 | 6M | 5M |
| Q4 2023 | 288 | 68M | 81.7% | 50 / 97 | 93 / 27 | 6M | 4M |
| Q3 2023 | 266 | 67M | 79.7% | 40 / 101 | 84 / 32 | 7M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AVA | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4,978,989 | 5.94% | $203.69M | 0.18% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,623,626 | 3.13% | $107.33M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,155,442 | 2.57% | $88.18M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,897,188 | 2.27% | $77.61M | 0.04% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 1,243,387 | 1.48% | $50.87M | 0.42% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,200,548 | 1.43% | $49.11M | 0.07% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 946,627 | 1.13% | $38.73M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 921,172 | 1.10% | $37.26M | 0.11% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 832,162 | 0.99% | $34.04M | 0.16% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 797,313 | 0.95% | $32.62M | 0.22% | Jun 30, 2026 |
| First Trust Value Line Dividend Index Fund | 789,293 | 0.94% | $32.29M | 0.40% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 760,641 | 0.91% | $31.12M | 0.18% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 582,749 | 0.70% | $23.57M | 0.63% | Jul 31, 2026 |
| Invesco S&P SmallCap Momentum ETF | 575,198 | 0.69% | $23.27M | 0.77% | Jul 31, 2026 |
| Vanguard Utilities Index Fund | 566,398 | 0.68% | $23.49M | 0.22% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joshua D. DiLuciano | Vice President | 8,334 | 0.01% | Sep 2, 2026 |
| Jason R. Thackston | Senior Vice President | 41,578 | 0.05% | May 14, 2026 |
| Wayne O. Manuel | Senior Vice President | 10,521 | 0.01% | May 7, 2026 |
| Alexis G. Alexander | Vice President | 3,930 | 0.00% | Mar 13, 2026 |
| Ryan L. Krasselt | Vice President | 30,537 | 0.04% | Mar 3, 2026 |
| Heather Lynn Rosentrater | President & CEO | 78,827 | 0.09% | Mar 3, 2026 |
| Bryan Alden Cox | Senior Vice President | 20,004 | 0.02% | Mar 3, 2026 |
| Gregory Curtis Hesler | Sr V President/Corp Secretary | 25,373 | 0.03% | Mar 3, 2026 |
| Latisha Diane Hill | Vice President | 19,953 | 0.02% | Mar 3, 2026 |
| Scott J. Kinney | Vice President | 14,803 | 0.02% | Mar 3, 2026 |
| Kevin J. Christie | SVP, CFO & Treasurer | 50,496 | 0.06% | Mar 3, 2026 |
| Scott Harlan Maw | Director | 33,429 | 0.04% | Sep 2, 2026 |
| Heidi B. Stanley | Director | 40,575 | 0.05% | Sep 2, 2026 |
| Kevin B. Jacobsen | Director | 15,917 | 0.02% | Sep 2, 2026 |
| Scott L. Morris | Director | 109,378 | 0.13% | Sep 2, 2026 |
| Janet D. Widmann | Director | 22,828 | 0.03% | Sep 2, 2026 |
| Sena M. Kwawu | Director | 18,459 | 0.02% | Sep 2, 2026 |
| Donald C. Burke | Director | 36,086 | 0.04% | Sep 2, 2026 |
| Jeffry L. Philipps | Director | 20,977 | 0.03% | Sep 2, 2026 |
| Julie A. Bentz | Director | 16,852 | 0.02% | Sep 2, 2026 |
| Rebecca A. Klein | Director | 31,272 | 0.04% | Sep 2, 2026 |
| David J. Meyer | – | 8,773 | 0.01% | Jun 16, 2026 |
| Dennis P. Vermillion | – | 163,992 | 0.20% | Mar 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joshua D. DiLuciano Vice President | Sep 2, 2026 | Sale | −3,857 | $37.24 | $143.63K | 8,334 |
| Joshua D. DiLuciano Vice President | Sep 2, 2026 | Sale | −818 | $37.25 | $30.47K | 12,191 |
| Rebecca A. Klein Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 31,272 |
| Julie A. Bentz Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 16,852 |
| Jeffry L. Philipps Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 20,977 |
| Scott Harlan Maw Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 33,429 |
| Donald C. Burke Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 36,086 |
| Sena M. Kwawu Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 18,459 |
| Janet D. Widmann Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 22,828 |
| Scott L. Morris Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 109,378 |
| Kevin B. Jacobsen Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 15,917 |
| Heidi B. Stanley Director | Sep 1, 2026 | Award | +44 | $37.16 | $1.64K | 31,327 |
| David J. Meyer – | Jun 15, 2026 | Other | −44.66 | $40.98 | $1.83K | 3,662 |
| David J. Meyer – | May 15, 2026 | Other | −45.32 | $40.41 | $1.83K | 2,618 |
| Jason R. Thackston Senior Vice President | May 14, 2026 | Gift | −3,210 | $41.16 | $132.12K | 41,578 |
| Scott L. Morris Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 109,334 |
| Heidi B. Stanley Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 31,283 |
| Kevin B. Jacobsen Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 15,873 |
| Julie A. Bentz Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 16,808 |
| Jeffry L. Philipps Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 20,933 |
| Sena M. Kwawu Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 18,415 |
| Rebecca A. Klein Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 31,228 |
| Scott Harlan Maw Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 33,385 |
| Janet D. Widmann Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 22,784 |
| Donald C. Burke Director | May 8, 2026 | Award | +3,538 | $40.98 | $144.99K | 36,042 |
| Wayne O. Manuel Senior Vice President | May 7, 2026 | Sale | −1,593 | $40.98 | $65.28K | 10,521 |
| David J. Meyer – | Apr 15, 2026 | Other | −46.19 | $41.41 | $1.91K | 2,663 |
| David J. Meyer – | Mar 16, 2026 | Other | −48.08 | $39.93 | $1.92K | 3,757 |
| Alexis G. Alexander Vice President | Mar 13, 2026 | Sale | −555 | $39.80 | $22.09K | 3,930 |
| Scott L. Morris Director | Mar 9, 2026 | Gift | −8,613 | $39.66 | $341.59K | 105,796 |
| Jason R. Thackston Senior Vice President | Mar 2, 2026 | Tax withholding | −500 | $39.92 | $19.96K | 44,788 |
| Jason R. Thackston Senior Vice President | Mar 2, 2026 | Option exercise | +2,052 | – | – | 45,288 |
| David J. Meyer – | Mar 2, 2026 | Option exercise | +1,051 | – | – | 5,360 |
| David J. Meyer – | Mar 2, 2026 | Tax withholding | −256 | $39.92 | $10.22K | 5,104 |
| Latisha Diane Hill Vice President | Mar 2, 2026 | Tax withholding | −263 | $39.92 | $10.50K | 18,978 |
| Latisha Diane Hill Vice President | Mar 2, 2026 | Option exercise | +1,051 | – | – | 19,241 |
| Alexis G. Alexander Vice President | Mar 2, 2026 | Tax withholding | −79 | $39.92 | $3.15K | 4,485 |
| Alexis G. Alexander Vice President | Mar 2, 2026 | Option exercise | +257 | – | – | 4,564 |
| Scott J. Kinney Vice President | Mar 2, 2026 | Tax withholding | −275 | $39.92 | $10.98K | 13,418 |
| Scott J. Kinney Vice President | Mar 2, 2026 | Option exercise | +1,126 | – | – | 13,693 |
| Ryan L. Krasselt Vice President | Mar 2, 2026 | Tax withholding | −255 | $39.92 | $10.18K | 30,537 |
| Ryan L. Krasselt Vice President | Mar 2, 2026 | Option exercise | +1,051 | – | – | 30,792 |
| Joshua D. DiLuciano Vice President | Mar 2, 2026 | Tax withholding | −274 | $39.92 | $10.94K | 13,009 |
| Joshua D. DiLuciano Vice President | Mar 2, 2026 | Option exercise | +1,126 | – | – | 13,283 |
| Jason R. Thackston Senior Vice President | Mar 2, 2026 | Tax withholding | −500 | $39.92 | $19.96K | 58,788 |
| Jason R. Thackston Senior Vice President | Mar 2, 2026 | Option exercise | +2,052 | – | – | 59,288 |
| Gregory Curtis Hesler Sr V President/Corp Secretary | Mar 2, 2026 | Option exercise | +1,652 | – | – | 25,373 |
| Gregory Curtis Hesler Sr V President/Corp Secretary | Mar 2, 2026 | Tax withholding | −403 | $39.92 | $16.09K | 24,970 |
| Kevin J. Christie SVP, CFO & Treasurer | Mar 2, 2026 | Option exercise | +2,724 | – | – | 46,908 |
| Kevin J. Christie SVP, CFO & Treasurer | Mar 2, 2026 | Tax withholding | −664 | $39.92 | $26.51K | 46,244 |
| Wayne O. Manuel Senior Vice President | Mar 2, 2026 | Tax withholding | −270 | $39.92 | $10.78K | 12,114 |
| Wayne O. Manuel Senior Vice President | Mar 2, 2026 | Option exercise | +1,082 | – | – | 12,384 |
| Heather Lynn Rosentrater President & CEO | Mar 2, 2026 | Tax withholding | −671 | $39.92 | $26.79K | 78,132 |
| Heather Lynn Rosentrater President & CEO | Mar 2, 2026 | Option exercise | +2,752 | – | – | 78,803 |
| Bryan Alden Cox Senior Vice President | Mar 2, 2026 | Option exercise | +1,376 | – | – | 9,777 |
| Bryan Alden Cox Senior Vice President | Mar 2, 2026 | Tax withholding | −336 | $39.92 | $13.41K | 9,441 |
| Bryan Alden Cox Senior Vice President | Feb 26, 2026 | Sale | −1,768 | $40.18 | $71.04K | 8,401 |
| David J. Meyer – | Feb 17, 2026 | Other | −46.64 | $42.68 | $1.99K | 3,766 |
| Scott J. Kinney Vice President | Feb 9, 2026 | Award | +2,048 | $40.99 | $83.95K | 12,567 |
| Gregory Curtis Hesler Sr V President/Corp Secretary | Feb 9, 2026 | Award | +3,147 | $40.99 | $129.00K | 23,721 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Joshua D. DiLuciano Officer, Vice President Energy Delivery | Sep 2, 2026 | 4,675 | $174.10K | Sep 2, 2026 | Retained Shares |
| Wayne O. Manuel Officer, Senior Vice President | May 7, 2026 | 1,593 | $64.64K | May 7, 2026 | Restricted Stock Vesting |
| Alexis G. Alexander Vice President | Mar 13, 2026 | 555 | $22.09K | Mar 13, 2026 | Retained Shares |
| Bryan Alden Cox Senior Vice President | Feb 26, 2026 | 1,768 | $70.51K | Feb 26, 2026 | Retained Shares |
| Wayne O. Manuel Senior Vice President | Dec 16, 2025 | 1,785 | $69.24K | Dec 16, 2025 | Retained Shares |
| Janet D. Widmann Director | Dec 12, 2025 | 7,400 | $286.68K | Dec 12, 2025 | Director Stock Issuance |
| David J. Meyer Vice President | Sep 5, 2025 | 1,367 | $50.05K | Sep 5, 2025 | Restricted Stock Vesting |
| Bryan Alden Cox Officer | Mar 13, 2025 | 3,322 | $129.99K | Mar 13, 2025 | Restricted Stock Vesting |
| Bryan Alden Cox Officer | Mar 10, 2025 | 1,605 | $63.88K | Mar 10, 2025 | Restricted Stock Vesting |
| Scott J. Kinney Officer, Vice President | Mar 6, 2025 | 2,298 | $89.17K | Mar 6, 2025 | Restricted Stock Vesting |
| Ryan L. Krasselt Officer, Vice President | Mar 4, 2025 | 4,000 | $160.08K | Mar 4, 2025 | Restricted Stock Vestings |
| Wayne O. Manuel Officer, Vice President | Mar 4, 2025 | 3,000 | $120.00K | Mar 4, 2025 | Services Rendered |
| David J. Meyer Officer, Vice President | Feb 28, 2025 | 2,000 | $80.00K | Feb 28, 2025 | Restricted Stock Vesting |
| David J. Meyer Officer, Vice President | Aug 27, 2024 | 2,400 | $92.50K | Aug 27, 2024 | Restricted Stock Vesting |
| Bryan Alden Cox Officer, Senior Vice President | Jun 6, 2024 | 1,716 | $61.26K | Jun 6, 2024 | Restricted Stock Vesting |