Filed: 8/11/2025ACC: 0000740913-25-000010
📋 What this filing means
REAVES W H & CO INC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $4.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$4.51B
Total AUM (reported)
55.87M
Total Shares
Allocation by class
COM$4.36B96.7%
LP$145.99M3.2%
CEF$3.21M0.1%
PFD$1.44M0.0%
Portfolio Concentration
Top 3$933.87M20.7%
4–10$1.17B26.0%
11–25$1.50B33.3%
Rest$898.39M19.9%
Top 3 weight
20.7%
Top 10 weight
46.7%
Voting Authority Distribution
Total shares with voting rights: 55.87M
Sole
Full voting authority
48.77M
shares
% of voting shares87.3%
Shared
Joint voting authority
6.41M
shares
% of voting shares11.5%
None
No voting authority
692.62K
shares
% of voting shares1.2%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeSole · 87.3% of voting shares
Institutional Holdings77
Rows:
TALEN ENERGY CORP
SOLEShares1.25M
TypeSH
Market value$364.19M
8.07%
Sole
1.05M
Shared
195.63K
None
7.91K
VISTRA CORP.
SOLEShares1.57M
TypeSH
Market value$303.94M
6.74%
Sole
1.15M
Shared
416.76K
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares823.33K
TypeSH
Market value$265.74M
5.89%
Sole
605.23K
Shared
205.90K
None
12.20K
CENTERPOINT ENERGY INC
SOLEShares6.26M
TypeSH
Market value$229.90M
5.10%
Sole
5.24M
Shared
973.99K
None
45.54K
IDACORP INC COM
SOLEShares1.57M
TypeSH
Market value$180.89M
4.01%
Sole
1.36M
Shared
209.99K
None
639.00
XCEL ENERGY INC COM
SOLEShares2.52M
TypeSH
Market value$171.36M
3.80%
Sole
2M
Shared
514.81K
None
770.00
ENTERGY CORP NEW COM
SOLEShares1.98M
TypeSH
Market value$164.39M
3.64%
Sole
1.67M
Shared
309.90K
None
858.00
NISOURCE INC COM
SOLEShares3.72M
TypeSH
Market value$150.14M
3.33%
Sole
3.08M
Shared
615.45K
None
25.04K
TXNM ENERGY INC
SOLEShares2.57M
TypeSH
Market value$144.84M
3.21%
Sole
2.57M
Shared
0.00
None
2.71K
PUBLIC SVC ENTERPRISE GROUP IN
SOLEShares1.58M
TypeSH
Market value$133.32M
2.96%
Sole
1.22M
Shared
337.16K
None
24.58K
PINNACLE WEST CAP CORP COM
SOLEShares1.49M
TypeSH
Market value$133.12M
2.95%
Sole
1.22M
Shared
267.65K
None
680.00
CMS ENERGY CORP COM
SOLEShares1.87M
TypeSH
Market value$129.73M
2.88%
Sole
1.53M
Shared
329.54K
None
17.32K
PPL CORP COM
SOLEShares3.82M
TypeSH
Market value$129.49M
2.87%
Sole
3.09M
Shared
728.88K
None
1.60K
EQUINIX INC COM NEW
SOLEShares158.77K
TypeSH
Market value$126.29M
2.80%
Sole
154.81K
Shared
0.00
None
3.96K
SEMPRA
SOLEShares1.54M
TypeSH
Market value$116.89M
2.59%
Sole
1.33M
Shared
183.31K
None
26.55K
CAMECO CORP COM
SOLEShares1.56M
TypeSH
Market value$115.54M
2.56%
Sole
1.53M
Shared
0.00
None
23.28K
ENTERPRISE PRODUCTS PARTNERS L
SOLEShares3.59M
TypeSH
Market value$111.45M
2.47%
Sole
3.59M
Shared
0.00
None
0.00
QUANTA SVCS INC COM
SOLEShares271.85K
TypeSH
Market value$102.78M
2.28%
Sole
267.95K
Shared
0.00
None
3.90K
SBA COMMUNICATIONS COR CL A
SOLEShares432.65K
TypeSH
Market value$101.60M
2.25%
Sole
426.85K
Shared
0.00
None
5.80K
CHARTER COMMUNICATIONS INC
SOLEShares197.02K
TypeSH
Market value$80.54M
1.79%
Sole
191.89K
Shared
0.00
None
5.13K
DT MIDSTREAM INC
SOLEShares698.45K
TypeSH
Market value$76.77M
1.70%
Sole
668.03K
Shared
0.00
None
30.41K
DTE ENERGY CO COM
SOLEShares560.75K
TypeSH
Market value$74.28M
1.65%
Sole
468.05K
Shared
91.92K
None
775.00
ALLIANT ENERGY CORP COM
SOLEShares1.15M
TypeSH
Market value$69.70M
1.55%
Sole
803.23K
Shared
333.36K
None
16.09K
UNION PAC CORP COM
SOLEShares300.64K
TypeSH
Market value$69.17M
1.53%
Sole
288.60K
Shared
0.00
None
12.04K
COMCAST CORP CLASS A
SOLEShares1.86M
TypeSH
Market value$66.33M
1.47%
Sole
1.86M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TALEN ENERGY CORPSOLE | COM | 1.25M | SH | $364.19M 8.07% | 1.05M | 195.63K | 7.91K |
VISTRA CORP.SOLE | COM | 1.57M | SH | $303.94M 6.74% | 1.15M | 416.76K | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 823.33K | SH | $265.74M 5.89% | 605.23K | 205.90K | 12.20K |
CENTERPOINT ENERGY INCSOLE | COM | 6.26M | SH | $229.90M 5.10% | 5.24M | 973.99K | 45.54K |
IDACORP INC COMSOLE | COM | 1.57M | SH | $180.89M 4.01% | 1.36M | 209.99K | 639.00 |
XCEL ENERGY INC COMSOLE | COM | 2.52M | SH | $171.36M 3.80% | 2M | 514.81K | 770.00 |
ENTERGY CORP NEW COMSOLE | COM | 1.98M | SH | $164.39M 3.64% | 1.67M | 309.90K | 858.00 |
NISOURCE INC COMSOLE | COM | 3.72M | SH | $150.14M 3.33% | 3.08M | 615.45K | 25.04K |
TXNM ENERGY INCSOLE | COM | 2.57M | SH | $144.84M 3.21% | 2.57M | 0.00 | 2.71K |
PUBLIC SVC ENTERPRISE GROUP INSOLE | COM | 1.58M | SH | $133.32M 2.96% | 1.22M | 337.16K | 24.58K |
PINNACLE WEST CAP CORP COMSOLE | COM | 1.49M | SH | $133.12M 2.95% | 1.22M | 267.65K | 680.00 |
CMS ENERGY CORP COMSOLE | COM | 1.87M | SH | $129.73M 2.88% | 1.53M | 329.54K | 17.32K |
PPL CORP COMSOLE | COM | 3.82M | SH | $129.49M 2.87% | 3.09M | 728.88K | 1.60K |
EQUINIX INC COM NEWSOLE | COM | 158.77K | SH | $126.29M 2.80% | 154.81K | 0.00 | 3.96K |
SEMPRASOLE | COM | 1.54M | SH | $116.89M 2.59% | 1.33M | 183.31K | 26.55K |
CAMECO CORP COMSOLE | COM | 1.56M | SH | $115.54M 2.56% | 1.53M | 0.00 | 23.28K |
ENTERPRISE PRODUCTS PARTNERS LSOLE | LP | 3.59M | SH | $111.45M 2.47% | 3.59M | 0.00 | 0.00 |
QUANTA SVCS INC COMSOLE | COM | 271.85K | SH | $102.78M 2.28% | 267.95K | 0.00 | 3.90K |
SBA COMMUNICATIONS COR CL ASOLE | COM | 432.65K | SH | $101.60M 2.25% | 426.85K | 0.00 | 5.80K |
CHARTER COMMUNICATIONS INCSOLE | COM | 197.02K | SH | $80.54M 1.79% | 191.89K | 0.00 | 5.13K |
DT MIDSTREAM INCSOLE | COM | 698.45K | SH | $76.77M 1.70% | 668.03K | 0.00 | 30.41K |
DTE ENERGY CO COMSOLE | COM | 560.75K | SH | $74.28M 1.65% | 468.05K | 91.92K | 775.00 |
ALLIANT ENERGY CORP COMSOLE | COM | 1.15M | SH | $69.70M 1.55% | 803.23K | 333.36K | 16.09K |
UNION PAC CORP COMSOLE | COM | 300.64K | SH | $69.17M 1.53% | 288.60K | 0.00 | 12.04K |
COMCAST CORP CLASS ASOLE | COM | 1.86M | SH | $66.33M 1.47% | 1.86M | 0.00 | 0.00 |
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