Reaves W H & Co Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.03B
Q ending 2026-03-31
Prior quarter
$5.72B
Q ending 2025-12-31
Change
+5.4% QoQ · +53.4% YoY
Positions
90
reported holdings
Largest positions
All 90 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Talen Energy Corp | TLN | Shares | $482.3M | 1.5M |
| Constellation Energy Corp | CEG | Shares | $336.1M | 1.2M |
| Vistra Corp. | VST | Shares | $314.9M | 2.1M |
| Centerpoint Energy Inc | CNP | Shares | $302.3M | 7.0M |
| Xcel Energy Inc Com | XEL | Shares | $281.9M | 3.5M |
| Idacorp Inc Com | IDA | Shares | $257.4M | 1.8M |
| Entergy Corp New Com | ETR | Shares | $252.0M | 2.2M |
| Alliant Energy Corp Com | LNT | Shares | $214.8M | 3.0M |
| Sempra | SRE | Shares | $200.9M | 2.1M |
| Nisource Inc Com | NI | Shares | $191.9M | 4.1M |
| Equinix Inc Com New | EQIX | Shares | $170.4M | 174K |
| Cms Energy Corp Com | CMS | Shares | $164.0M | 2.1M |
| Ge Vernova Inc | GEV | Shares | $152.8M | 175K |
| Williams Cos Inc Com | WMB | Shares | $152.1M | 2.1M |
| Ppl Corp Com | PPL | Shares | $141.6M | 3.7M |
| Quanta Svcs Inc Com | PWR | Shares | $137.4M | 250K |
| Enterprise Products Partners L | EPD | Shares | $132.2M | 3.5M |
| Mp Matls Corp | MP | Shares | $125.9M | 2.6M |
| Dt Midstream Inc | DTM | Shares | $125.6M | 932K |
| Cameco Corp Com | CCJ | Shares | $122.4M | 1.1M |
| Nextera Energy Inc Com | NEE | Shares | $122.2M | 1.3M |
| Ameren Corp Com | AEE | Shares | $117.9M | 1.1M |
| Pinnacle West Cap Corp Com | PNW | Shares | $108.6M | 1.1M |
| Nrg Energy Inc Com | NRG | Shares | $107.3M | 734K |
| Corning Inc Com | GLW | Shares | $103.8M | 763K |
| Canadian Pacific Kansas City L | CP | Shares | $84.8M | 1.1M |
| Dycom Inds Inc Com | DY | Shares | $84.1M | 248K |
| Oge Energy Corp Com | OGE | Shares | $76.9M | 1.6M |
| Eqt Corp Com | EQT | Shares | $69.4M | 1.1M |
| Wec Energy Group Inc Com | WEC | Shares | $65.2M | 563K |
| Sba Communications Cor Cl A | SBAC | Shares | $55.5M | 322K |
| Marathon Petroleum Corp | MPC | Shares | $53.9M | 221K |
| Arista Networks Inc | ANET | Shares | $51.0M | 415K |
| Coherent Corp | COHR | Shares | $49.0M | 206K |
| Dte Energy Co Com | DTE | Shares | $47.3M | 324K |
| American Elec Pwr Inc Com | AEP | Shares | $45.2M | 345K |
| Mplx Lp Com Unit Rep Ltd | MPLX | Shares | $38.3M | 671K |
| Centrus Energy Corp Cl A | LEU | Shares | $36.8M | 212K |
| Usa Rare Earth Inc | USAR | Shares | $35.1M | 2.3M |
| National Fuel Gas Co | NFG | Shares | $29.5M | 314K |
| Lumentum Holdings Inc | LITE | Shares | $29.4M | 42K |
| X-Energy Reactor Co. Llc Serie | Shares | $27.5M | 1.9M | |
| Rice Acquisition Corporation 3 | Shares | $25.4M | 2.4M | |
| Crown Castle Inc | CCI | Shares | $23.4M | 288K |
| T-Mobile Us Inc Com | TMUS | Shares | $22.5M | 107K |
| Iron Mtn Inc New | IRM | Shares | $21.8M | 214K |
| Tic Solutions Inc | TIC | Shares | $20.2M | 3.1M |
| Vertiv Holdings Co | VRT | Shares | $18.3M | 73K |
| Public Svc Enterprise Group In | PEG | Shares | $17.4M | 215K |
| Digital Realty Tr | DLR | Shares | $16.9M | 94K |
| American Tower Reit Com | AMT | Shares | $16.9M | 98K |
| Union Pac Corp Com | UNP | Shares | $16.3M | 67K |
| Old Dominion Freight Line | ODFL | Shares | $13.5M | 69K |
| Unitil Corp | UTL | Shares | $13.0M | 248K |
| Waterbridge Infrastructure Llc | WBI | Shares | $12.1M | 450K |
| Solv Energy Inc | MWH | Shares | $12.0M | 400K |
| Tamboran Resources Corp | TBN | Shares | $8.5M | 170K |
| Berkshire Hathaway Inc Class B | BRK/B | Shares | $8.5M | 18K |
| Cheniere Energy Inc | LNG | Shares | $6.8M | 24K |
| Johnson Ctls Intl Plc Shs | Shares | $6.5M | 50K | |
| H2O America | HTO | Shares | $5.9M | 100K |
| Lithium Americas Corp | LAC | Shares | $4.9M | 1.2M |
| Reaves Util Income Fd Com Sh B | UTG | Shares | $3.3M | 85K |
| Atmos Energy Corp Com | ATO | Shares | $3.1M | 17K |
| Chesapeake Utils Corp | CPK | Shares | $2.5M | 20K |
| F5 Networks Inc Com | FFIV | Shares | $2.5M | 9K |
| Txnm Energy Inc | TXNM | Shares | $2.4M | 41K |
| Southern Co Com | SO | Shares | $2.4M | 25K |
| Exxon Mobil Corp | XOM | Shares | $2.2M | 13K |
| Linde Plc Sh | Shares | $2.2M | 4K | |
| Lamar Advertising Co | LAMR | Shares | $1.8M | 14K |
| Pg&E Corp Com | PCG | Shares | $1.7M | 99K |
| Deutsche Telekom Ag | DTEGY | Shares | $1.4M | 38K |
| Apple Inc Com | AAPL | Shares | $1.2M | 5K |
| Duke Energy Corp New Com New | DUK | Shares | $1.1M | 8K |
| Oneok Inc New Com | OKE | Shares | $1.1M | 12K |
| Prologis Inc Com | PLD | Shares | $972K | 7K |
| American Water Works | AWK | Shares | $836K | 6K |
| Phillip Morris International | PM | Shares | $827K | 5K |
| Evergy Inc Com | EVRG | Shares | $826K | 10K |
| New Jersey Res Com | NJR | Shares | $803K | 15K |
| Johnson & Johnson Com | JNJ | Shares | $801K | 3K |
| Comcast Corp Class A | CMCSA | Shares | $752K | 26K |
| Chevron Corporation Com | CVX | Shares | $717K | 3K |
| Ppg Inds Inc Com | PPG | Shares | $534K | 5K |
| Cogent Communications Hldgs Co | CCOI | Shares | $529K | 28K |
| Altria Group Inc. | MO | Shares | $528K | 8K |
| Exelon Corp Com | EXC | Shares | $392K | 8K |
| Baker Hughes Co Cl A | BKR | Shares | $305K | 5K |
| Verizon Communications Com | VZ | Shares | $234K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.