Filed: 11/6/2025ACC: 0000740913-25-000012
📋 What this filing means
REAVES W H & CO INC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $5.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$5.61B
Total AUM (reported)
63.86M
Total Shares
Allocation by class
COM$5.47B97.4%
LP$142.75M2.5%
CEF$3.25M0.1%
PFD$1.49M0.0%
Portfolio Concentration
Top 3$1.31B23.3%
4–10$1.53B27.2%
11–25$1.76B31.4%
Rest$1.02B18.1%
Top 3 weight
23.3%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 63.86M
Sole
Full voting authority
51.11M
shares
% of voting shares80.0%
Shared
Joint voting authority
12.09M
shares
% of voting shares18.9%
None
No voting authority
663.21K
shares
% of voting shares1.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeSole · 80.0% of voting shares
Institutional Holdings83
Rows:
TALEN ENERGY CORP
SOLEShares1.41M
TypeSH
Market value$600.01M
10.69%
Sole
1.05M
Shared
353.93K
None
7.58K
VISTRA CORP.
SOLEShares1.92M
TypeSH
Market value$375.88M
6.70%
Sole
1.15M
Shared
766.79K
None
90.00
CONSTELLATION ENERGY CORP
SOLEShares1.02M
TypeSH
Market value$334.13M
5.95%
Sole
624.84K
Shared
378.87K
None
11.66K
CENTERPOINT ENERGY INC
SOLEShares7.22M
TypeSH
Market value$280.15M
4.99%
Sole
5.25M
Shared
1.93M
None
42.60K
XCEL ENERGY INC COM
SOLEShares3.16M
TypeSH
Market value$255.19M
4.55%
Sole
2.22M
Shared
947.24K
None
767.00
IDACORP INC COM
SOLEShares1.70M
TypeSH
Market value$224.74M
4.00%
Sole
1.36M
Shared
343.57K
None
773.00
NISOURCE INC COM
SOLEShares5.01M
TypeSH
Market value$216.92M
3.86%
Sole
3.66M
Shared
1.33M
None
22.86K
ENTERGY CORP NEW COM
SOLEShares2.29M
TypeSH
Market value$213.25M
3.80%
Sole
1.67M
Shared
620.27K
None
853.00
MP MATLS CORP
SOLEShares2.59M
TypeSH
Market value$173.71M
3.09%
Sole
2.57M
Shared
0.00
None
22.70K
PINNACLE WEST CAP CORP COM
SOLEShares1.80M
TypeSH
Market value$161.76M
2.88%
Sole
1.26M
Shared
543.91K
None
677.00
PPL CORP COM
SOLEShares4.34M
TypeSH
Market value$161.14M
2.87%
Sole
2.99M
Shared
1.34M
None
1.60K
PUBLIC SVC ENTERPRISE GROUP IN
SOLEShares1.91M
TypeSH
Market value$159.12M
2.83%
Sole
1.22M
Shared
660.72K
None
23.51K
CMS ENERGY CORP COM
SOLEShares2.15M
TypeSH
Market value$157.44M
2.80%
Sole
1.53M
Shared
606.35K
None
16.53K
TXNM ENERGY INC
SOLEShares2.55M
TypeSH
Market value$144.28M
2.57%
Sole
2.55M
Shared
0.00
None
2.71K
SEMPRA
SOLEShares1.60M
TypeSH
Market value$143.59M
2.56%
Sole
1.23M
Shared
337.29K
None
25.15K
EQUINIX INC COM NEW
SOLEShares158.63K
TypeSH
Market value$124.24M
2.21%
Sole
154.85K
Shared
0.00
None
3.77K
CAMECO CORP COM
SOLEShares1.46M
TypeSH
Market value$122.08M
2.17%
Sole
1.43M
Shared
0.00
None
22.43K
ALLIANT ENERGY CORP COM
SOLEShares1.78M
TypeSH
Market value$119.93M
2.14%
Sole
1.07M
Shared
696.83K
None
15.69K
QUANTA SVCS INC COM
SOLEShares270.96K
TypeSH
Market value$112.29M
2.00%
Sole
267.40K
Shared
0.00
None
3.56K
ENTERPRISE PRODUCTS PARTNERS L
SOLEShares3.49M
TypeSH
Market value$109.26M
1.95%
Sole
3.49M
Shared
0.00
None
0.00
AMEREN CORP COM
SOLEShares964.01K
TypeSH
Market value$100.62M
1.79%
Sole
577.28K
Shared
386.17K
None
569.00
DTE ENERGY CO COM
SOLEShares586.69K
TypeSH
Market value$82.98M
1.48%
Sole
416.75K
Shared
169.17K
None
775.00
DT MIDSTREAM INC
SOLEShares697.43K
TypeSH
Market value$78.85M
1.40%
Sole
668.42K
Shared
0.00
None
29K
SBA COMMUNICATIONS COR CL A
SOLEShares406.84K
TypeSH
Market value$78.66M
1.40%
Sole
401.72K
Shared
0.00
None
5.12K
WILLIAMS COS INC COM
SOLEShares1.09M
TypeSH
Market value$69.00M
1.23%
Sole
1.09M
Shared
0.00
None
1.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TALEN ENERGY CORPSOLE | COM | 1.41M | SH | $600.01M 10.69% | 1.05M | 353.93K | 7.58K |
VISTRA CORP.SOLE | COM | 1.92M | SH | $375.88M 6.70% | 1.15M | 766.79K | 90.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 1.02M | SH | $334.13M 5.95% | 624.84K | 378.87K | 11.66K |
CENTERPOINT ENERGY INCSOLE | COM | 7.22M | SH | $280.15M 4.99% | 5.25M | 1.93M | 42.60K |
XCEL ENERGY INC COMSOLE | COM | 3.16M | SH | $255.19M 4.55% | 2.22M | 947.24K | 767.00 |
IDACORP INC COMSOLE | COM | 1.70M | SH | $224.74M 4.00% | 1.36M | 343.57K | 773.00 |
NISOURCE INC COMSOLE | COM | 5.01M | SH | $216.92M 3.86% | 3.66M | 1.33M | 22.86K |
ENTERGY CORP NEW COMSOLE | COM | 2.29M | SH | $213.25M 3.80% | 1.67M | 620.27K | 853.00 |
MP MATLS CORPSOLE | COM | 2.59M | SH | $173.71M 3.09% | 2.57M | 0.00 | 22.70K |
PINNACLE WEST CAP CORP COMSOLE | COM | 1.80M | SH | $161.76M 2.88% | 1.26M | 543.91K | 677.00 |
PPL CORP COMSOLE | COM | 4.34M | SH | $161.14M 2.87% | 2.99M | 1.34M | 1.60K |
PUBLIC SVC ENTERPRISE GROUP INSOLE | COM | 1.91M | SH | $159.12M 2.83% | 1.22M | 660.72K | 23.51K |
CMS ENERGY CORP COMSOLE | COM | 2.15M | SH | $157.44M 2.80% | 1.53M | 606.35K | 16.53K |
TXNM ENERGY INCSOLE | COM | 2.55M | SH | $144.28M 2.57% | 2.55M | 0.00 | 2.71K |
SEMPRASOLE | COM | 1.60M | SH | $143.59M 2.56% | 1.23M | 337.29K | 25.15K |
EQUINIX INC COM NEWSOLE | COM | 158.63K | SH | $124.24M 2.21% | 154.85K | 0.00 | 3.77K |
CAMECO CORP COMSOLE | COM | 1.46M | SH | $122.08M 2.17% | 1.43M | 0.00 | 22.43K |
ALLIANT ENERGY CORP COMSOLE | COM | 1.78M | SH | $119.93M 2.14% | 1.07M | 696.83K | 15.69K |
QUANTA SVCS INC COMSOLE | COM | 270.96K | SH | $112.29M 2.00% | 267.40K | 0.00 | 3.56K |
ENTERPRISE PRODUCTS PARTNERS LSOLE | LP | 3.49M | SH | $109.26M 1.95% | 3.49M | 0.00 | 0.00 |
AMEREN CORP COMSOLE | COM | 964.01K | SH | $100.62M 1.79% | 577.28K | 386.17K | 569.00 |
DTE ENERGY CO COMSOLE | COM | 586.69K | SH | $82.98M 1.48% | 416.75K | 169.17K | 775.00 |
DT MIDSTREAM INCSOLE | COM | 697.43K | SH | $78.85M 1.40% | 668.42K | 0.00 | 29K |
SBA COMMUNICATIONS COR CL ASOLE | COM | 406.84K | SH | $78.66M 1.40% | 401.72K | 0.00 | 5.12K |
WILLIAMS COS INC COMSOLE | COM | 1.09M | SH | $69.00M 1.23% | 1.09M | 0.00 | 1.51K |
Page 1 of 4