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AVA · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AVAD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AVA
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterAVAD
Q3 20203 holders, $90m20 holders, $8.7bn
Q4 20203 holders, $63m28 holders, $7.2bn
Q1 20211 holders, $38m26 holders, $7.4bn
Q2 20211 holders, $2.8m21 holders, $7.5bn
Q3 20211 holders, $6.3m16 holders, $7.2bn
Q4 20213 holders, $11m18 holders, $8.2bn
Q1 20222 holders, $10m19 holders, $9.3bn
Q2 20223 holders, $13m20 holders, $9.3bn
Q3 20222 holders, $6.6m17 holders, $7.5bn
Q4 20223 holders, $157m24 holders, $6.3bn
Q1 20234 holders, $16m19 holders, $6.1bn
Q2 20231 holders, $2.5m12 holders, $5.7bn
Q3 20232 holders, $4.9m12 holders, $5.4bn
Q4 20231 holders, $6.7m15 holders, $6.4bn
Q1 20242 holders, $9.8m10 holders, $6.5bn
Q2 20242 holders, $11m9 holders, $6.2bn
Q3 20242 holders, $12m14 holders, $7.4bn
Q4 20243 holders, $13m13 holders, $6.5bn
Q1 20259 holders, $73m16 holders, $7.0bn
Q2 20255 holders, $29m10 holders, $8.8bn
Q3 20252 holders, $16m8 holders, $9.8bn
Q4 20252 holders, $21m12 holders, $10.5bn
Q1 20263 holders, $25m11 holders, $10.4bn
Q2 20264 holders, $49m13 holders, $12.4bn
AVA

Avista Corp

Holders
5
Reported value
$29m
Buyers
1
Sellers
4

Breadth -3 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
10
Reported value
$8.8bn
Buyers
6
Sellers
4

Breadth +2 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2025

Among the 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only AVA (5)

Caxton Associates LLP, GAMCO Investors Inc, Quantbot Technologies LP, Voloridge Investment Management LLC, Winton Group Ltd

Only D (10)

AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Dodge & Cox, First Eagle Investment Management LLC, Invesco Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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