Filed: 5/9/2025ACC: 0000740913-25-000008
📋 What this filing means
REAVES W H & CO INC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $3.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$3.93B
Total AUM (reported)
53.94M
Total Shares
Allocation by class
COM$3.80B96.6%
LP$128.58M3.3%
CEF$2.84M0.1%
PFD$1.42M0.0%
Portfolio Concentration
Top 3$615.45M15.7%
4–10$1.09B27.8%
11–25$1.40B35.5%
Rest$827.21M21.1%
Top 3 weight
15.7%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 53.94M
Sole
Full voting authority
48.13M
shares
% of voting shares89.2%
Shared
Joint voting authority
5.11M
shares
% of voting shares9.5%
None
No voting authority
703.22K
shares
% of voting shares1.3%
Investment Discretion (by position count)
Sole78
Shared0
Other1
Dominant voting typeSole · 89.2% of voting shares
Institutional Holdings79
Rows:
TALEN ENERGY CORP
SOLEShares1.21M
TypeSH
Market value$242.20M
6.16%
Sole
1.05M
Shared
156.48K
None
7.91K
ENTERGY CORP NEW COM
SOLEShares2.33M
TypeSH
Market value$198.92M
5.06%
Sole
2.07M
Shared
251.66K
None
859.00
VISTRA CORP.
SOLEShares1.48M
TypeSH
Market value$174.32M
4.44%
Sole
1.15M
Shared
333.34K
None
0.00
NISOURCE INC COM
SOLEShares4.15M
TypeSH
Market value$166.51M
4.24%
Sole
3.61M
Shared
514.33K
None
25.14K
XCEL ENERGY INC COM
SOLEShares2.30M
TypeSH
Market value$162.86M
4.14%
Sole
1.91M
Shared
390.04K
None
771.00
TXNM ENERGY INC
SOLEShares3.02M
TypeSH
Market value$161.68M
4.11%
Sole
2.64M
Shared
382.23K
None
3.35K
CENTERPOINT ENERGY INC
SOLEShares4.39M
TypeSH
Market value$158.89M
4.04%
Sole
3.72M
Shared
624.95K
None
45.64K
PPL CORP COM
SOLEShares4.14M
TypeSH
Market value$149.49M
3.80%
Sole
3.56M
Shared
576.67K
None
1.61K
CONSTELLATION ENERGY CORP
SOLEShares724.06K
TypeSH
Market value$145.99M
3.72%
Sole
549.30K
Shared
162.56K
None
12.20K
IDACORP INC COM
SOLEShares1.25M
TypeSH
Market value$145.03M
3.69%
Sole
1.08M
Shared
171.91K
None
640.00
PINNACLE WEST CAP CORP COM
SOLEShares1.51M
TypeSH
Market value$143.78M
3.66%
Sole
1.29M
Shared
222.17K
None
681.00
SEMPRA
SOLEShares1.89M
TypeSH
Market value$135.20M
3.44%
Sole
1.51M
Shared
354.40K
None
27.22K
EQUINIX INC COM NEW
SOLEShares157.65K
TypeSH
Market value$128.54M
3.27%
Sole
153.70K
Shared
0.00
None
3.96K
ENTERPRISE PRODUCTS PARTNERS L
SOLEShares3.59M
TypeSH
Market value$122.70M
3.12%
Sole
3.59M
Shared
0.00
None
0.00
PUBLIC SVC ENTERPRISE GROUP IN
SOLEShares1.31M
TypeSH
Market value$108.00M
2.75%
Sole
1.06M
Shared
223.65K
None
24.58K
ATMOS ENERGY CORP COM
SOLEShares658.13K
TypeSH
Market value$101.73M
2.59%
Sole
510.98K
Shared
136.94K
None
10.21K
SBA COMMUNICATIONS COR CL A
SOLEShares407.15K
TypeSH
Market value$89.58M
2.28%
Sole
401.58K
Shared
0.00
None
5.57K
DTE ENERGY CO COM
SOLEShares599.85K
TypeSH
Market value$82.94M
2.11%
Sole
563.15K
Shared
35.92K
None
775.00
COMCAST CORP CLASS A
SOLEShares1.99M
TypeSH
Market value$73.53M
1.87%
Sole
1.99M
Shared
0.00
None
1.25K
DT MIDSTREAM INC
SOLEShares755.53K
TypeSH
Market value$72.89M
1.86%
Sole
725.03K
Shared
0.00
None
30.50K
QUANTA SVCS INC COM
SOLEShares281.58K
TypeSH
Market value$71.57M
1.82%
Sole
277.69K
Shared
0.00
None
3.90K
NEXTERA ENERGY INC COM
SOLEShares1.01M
TypeSH
Market value$71.53M
1.82%
Sole
723.48K
Shared
213.91K
None
71.64K
UNION PAC CORP COM
SOLEShares302.34K
TypeSH
Market value$71.43M
1.82%
Sole
290.24K
Shared
0.00
None
12.11K
CAMECO CORP COM
SOLEShares1.60M
TypeSH
Market value$65.97M
1.68%
Sole
1.58M
Shared
0.00
None
23.28K
T-MOBILE US INC COM
SOLEShares213.95K
TypeSH
Market value$57.06M
1.45%
Sole
198.82K
Shared
0.00
None
15.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TALEN ENERGY CORPSOLE | COM | 1.21M | SH | $242.20M 6.16% | 1.05M | 156.48K | 7.91K |
ENTERGY CORP NEW COMSOLE | COM | 2.33M | SH | $198.92M 5.06% | 2.07M | 251.66K | 859.00 |
VISTRA CORP.SOLE | COM | 1.48M | SH | $174.32M 4.44% | 1.15M | 333.34K | 0.00 |
NISOURCE INC COMSOLE | COM | 4.15M | SH | $166.51M 4.24% | 3.61M | 514.33K | 25.14K |
XCEL ENERGY INC COMSOLE | COM | 2.30M | SH | $162.86M 4.14% | 1.91M | 390.04K | 771.00 |
TXNM ENERGY INCSOLE | COM | 3.02M | SH | $161.68M 4.11% | 2.64M | 382.23K | 3.35K |
CENTERPOINT ENERGY INCSOLE | COM | 4.39M | SH | $158.89M 4.04% | 3.72M | 624.95K | 45.64K |
PPL CORP COMSOLE | COM | 4.14M | SH | $149.49M 3.80% | 3.56M | 576.67K | 1.61K |
CONSTELLATION ENERGY CORPSOLE | COM | 724.06K | SH | $145.99M 3.72% | 549.30K | 162.56K | 12.20K |
IDACORP INC COMSOLE | COM | 1.25M | SH | $145.03M 3.69% | 1.08M | 171.91K | 640.00 |
PINNACLE WEST CAP CORP COMSOLE | COM | 1.51M | SH | $143.78M 3.66% | 1.29M | 222.17K | 681.00 |
SEMPRASOLE | COM | 1.89M | SH | $135.20M 3.44% | 1.51M | 354.40K | 27.22K |
EQUINIX INC COM NEWSOLE | COM | 157.65K | SH | $128.54M 3.27% | 153.70K | 0.00 | 3.96K |
ENTERPRISE PRODUCTS PARTNERS LSOLE | LP | 3.59M | SH | $122.70M 3.12% | 3.59M | 0.00 | 0.00 |
PUBLIC SVC ENTERPRISE GROUP INSOLE | COM | 1.31M | SH | $108.00M 2.75% | 1.06M | 223.65K | 24.58K |
ATMOS ENERGY CORP COMSOLE | COM | 658.13K | SH | $101.73M 2.59% | 510.98K | 136.94K | 10.21K |
SBA COMMUNICATIONS COR CL ASOLE | COM | 407.15K | SH | $89.58M 2.28% | 401.58K | 0.00 | 5.57K |
DTE ENERGY CO COMSOLE | COM | 599.85K | SH | $82.94M 2.11% | 563.15K | 35.92K | 775.00 |
COMCAST CORP CLASS ASOLE | COM | 1.99M | SH | $73.53M 1.87% | 1.99M | 0.00 | 1.25K |
DT MIDSTREAM INCSOLE | COM | 755.53K | SH | $72.89M 1.86% | 725.03K | 0.00 | 30.50K |
QUANTA SVCS INC COMSOLE | COM | 281.58K | SH | $71.57M 1.82% | 277.69K | 0.00 | 3.90K |
NEXTERA ENERGY INC COMSOLE | COM | 1.01M | SH | $71.53M 1.82% | 723.48K | 213.91K | 71.64K |
UNION PAC CORP COMSOLE | COM | 302.34K | SH | $71.43M 1.82% | 290.24K | 0.00 | 12.11K |
CAMECO CORP COMSOLE | COM | 1.60M | SH | $65.97M 1.68% | 1.58M | 0.00 | 23.28K |
T-MOBILE US INC COMSOLE | COM | 213.95K | SH | $57.06M 1.45% | 198.82K | 0.00 | 15.12K |
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