Robert Bruce's AVA Position Overview
Robert Bruce (via Bruce & Co., Inc.) currently holds 201,500 shares of Avista Corporation (AVA) worth $7.77 M, representing 2.41% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Robert Bruce has maintained a long-term strategic position in AVA, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 150,000 shares. Largest reduction occurred in Q2 2019, reducing 46,000 shares.
Analysis based on 13F filings available since 2013 Q2
Robert Bruce's Avista Corporation (AVA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Avista Corporation (AVA) Trades by Robert Bruce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | -3,500 | Reduce 1.71% | 201,500 | $32.37 |
| Q3 2021 | -3,500 | Reduce 1.68% | 205,000 | $39.12 |
| Q2 2019 | -46,000 | Reduce 18.07% | 208,500 | $44.60 |
| Q4 2018 | -6,500 | Reduce 2.49% | 254,500 | $42.48 |
| Q4 2015 | +36,000 | Add 16.00% | 261,000 | $35.37 |
| Q3 2015 | +55,000 | Add 32.35% | 225,000 | $33.25 |
| Q2 2015 | +150,000 | Add 750.00% | 170,000 | $30.65 |
| Q3 2014 | +20,000 | New Buy | 20,000 | $30.80 |
Robert Bruce's Avista Corporation Investment FAQs
Robert Bruce first purchased Avista Corporation (AVA) in Q3 2014, acquiring 20,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce has held Avista Corporation (AVA) for 46 quarters since Q3 2014.
Robert Bruce's largest addition to Avista Corporation (AVA) was in Q2 2015, adding 170,000 shares worth $5.21 M.
According to the latest 13F filing for Q4 2025, Robert Bruce's firm, Bruce & Co., Inc., owns 201,500 shares of Avista Corporation (AVA), valued at approximately $7.77 M.
As of the Q4 2025 filing, Avista Corporation (AVA) represents approximately 2.41% of Robert Bruce's publicly disclosed stock portfolio, making it one of their key holdings.
Robert Bruce's peak holding in Avista Corporation (AVA) was 261,000 shares, as reported at the end of Q4 2015.