Filed: 2/10/2026ACC: 0000740913-26-000003
📋 What this filing means
REAVES W H & CO INC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $5.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$5.72B
Total AUM (reported)
73.80M
Total Shares
Allocation by class
COM$5.54B96.9%
LP$147.80M2.6%
PFD$27.50M0.5%
CEF$3.05M0.1%
Portfolio Concentration
Top 3$1.33B23.2%
4–10$1.63B28.5%
11–25$1.78B31.1%
Rest$985.96M17.2%
Top 3 weight
23.2%
Top 10 weight
51.7%
Voting Authority Distribution
Total shares with voting rights: 73.80M
Sole
Full voting authority
57.52M
shares
% of voting shares77.9%
Shared
Joint voting authority
15.59M
shares
% of voting shares21.1%
None
No voting authority
683.84K
shares
% of voting shares0.9%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeSole · 77.9% of voting shares
Institutional Holdings87
Rows:
TALEN ENERGY CORP
SOLEShares1.52M
TypeSH
Market value$570.39M
9.98%
Sole
1.05M
Shared
465.46K
None
7.58K
CONSTELLATION ENERGY CORP
SOLEShares1.13M
TypeSH
Market value$400.59M
7.01%
Sole
624.36K
Shared
498.30K
None
11.28K
VISTRA CORP.
SOLEShares2.20M
TypeSH
Market value$354.49M
6.20%
Sole
1.18M
Shared
1.01M
None
9.86K
CENTERPOINT ENERGY INC
SOLEShares7.67M
TypeSH
Market value$293.93M
5.14%
Sole
5.27M
Shared
2.36M
None
42.57K
XCEL ENERGY INC COM
SOLEShares3.58M
TypeSH
Market value$264.41M
4.62%
Sole
2.23M
Shared
1.34M
None
754.00
IDACORP INC COM
SOLEShares1.81M
TypeSH
Market value$228.80M
4.00%
Sole
1.36M
Shared
451.88K
None
761.00
NISOURCE INC COM
SOLEShares5.42M
TypeSH
Market value$226.54M
3.96%
Sole
3.65M
Shared
1.75M
None
22.82K
ENTERGY CORP NEW COM
SOLEShares2.45M
TypeSH
Market value$226.14M
3.96%
Sole
1.67M
Shared
780.06K
None
838.00
ALLIANT ENERGY CORP COM
SOLEShares3.06M
TypeSH
Market value$198.75M
3.48%
Sole
1.97M
Shared
1.07M
None
15.68K
SEMPRA
SOLEShares2.14M
TypeSH
Market value$188.98M
3.31%
Sole
1.31M
Shared
807.33K
None
25.84K
PPL CORP COM
SOLEShares4.42M
TypeSH
Market value$154.96M
2.71%
Sole
2.84M
Shared
1.58M
None
1.57K
PINNACLE WEST CAP CORP COM
SOLEShares1.72M
TypeSH
Market value$152.54M
2.67%
Sole
1.09M
Shared
632.63K
None
0.00
CMS ENERGY CORP COM
SOLEShares2.09M
TypeSH
Market value$145.96M
2.55%
Sole
1.46M
Shared
614.61K
None
16.53K
TXNM ENERGY INC
SOLEShares2.48M
TypeSH
Market value$145.88M
2.55%
Sole
2.48M
Shared
0.00
None
2.02K
CAMECO CORP COM
SOLEShares1.45M
TypeSH
Market value$133.02M
2.33%
Sole
1.43M
Shared
0.00
None
22.41K
MP MATLS CORP
SOLEShares2.61M
TypeSH
Market value$131.83M
2.31%
Sole
2.57M
Shared
0.00
None
35.80K
EQUINIX INC COM NEW
SOLEShares168.97K
TypeSH
Market value$129.46M
2.26%
Sole
165.19K
Shared
0.00
None
3.77K
QUANTA SVCS INC COM
SOLEShares270.61K
TypeSH
Market value$114.21M
2.00%
Sole
267.05K
Shared
0.00
None
3.56K
ENTERPRISE PRODUCTS PARTNERS L
SOLEShares3.49M
TypeSH
Market value$112.02M
1.96%
Sole
3.49M
Shared
0.00
None
0.00
AMEREN CORP COM
SOLEShares1.08M
TypeSH
Market value$108.31M
1.89%
Sole
576.24K
Shared
507.87K
None
559.00
NEXTERA ENERGY INC COM
SOLEShares1.33M
TypeSH
Market value$106.74M
1.87%
Sole
406.09K
Shared
856.95K
None
66.59K
DT MIDSTREAM INC
SOLEShares762.75K
TypeSH
Market value$91.29M
1.60%
Sole
733.77K
Shared
0.00
None
28.98K
NRG ENERGY INC COM
SOLEShares571.63K
TypeSH
Market value$91.03M
1.59%
Sole
133.24K
Shared
438.38K
None
0.00
OGE ENERGY CORP COM
SOLEShares1.94M
TypeSH
Market value$83.02M
1.45%
Sole
1.59M
Shared
340.81K
None
14.90K
WILLIAMS COS INC COM
SOLEShares1.29M
TypeSH
Market value$77.81M
1.36%
Sole
1.29M
Shared
0.00
None
1.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TALEN ENERGY CORPSOLE | COM | 1.52M | SH | $570.39M 9.98% | 1.05M | 465.46K | 7.58K |
CONSTELLATION ENERGY CORPSOLE | COM | 1.13M | SH | $400.59M 7.01% | 624.36K | 498.30K | 11.28K |
VISTRA CORP.SOLE | COM | 2.20M | SH | $354.49M 6.20% | 1.18M | 1.01M | 9.86K |
CENTERPOINT ENERGY INCSOLE | COM | 7.67M | SH | $293.93M 5.14% | 5.27M | 2.36M | 42.57K |
XCEL ENERGY INC COMSOLE | COM | 3.58M | SH | $264.41M 4.62% | 2.23M | 1.34M | 754.00 |
IDACORP INC COMSOLE | COM | 1.81M | SH | $228.80M 4.00% | 1.36M | 451.88K | 761.00 |
NISOURCE INC COMSOLE | COM | 5.42M | SH | $226.54M 3.96% | 3.65M | 1.75M | 22.82K |
ENTERGY CORP NEW COMSOLE | COM | 2.45M | SH | $226.14M 3.96% | 1.67M | 780.06K | 838.00 |
ALLIANT ENERGY CORP COMSOLE | COM | 3.06M | SH | $198.75M 3.48% | 1.97M | 1.07M | 15.68K |
SEMPRASOLE | COM | 2.14M | SH | $188.98M 3.31% | 1.31M | 807.33K | 25.84K |
PPL CORP COMSOLE | COM | 4.42M | SH | $154.96M 2.71% | 2.84M | 1.58M | 1.57K |
PINNACLE WEST CAP CORP COMSOLE | COM | 1.72M | SH | $152.54M 2.67% | 1.09M | 632.63K | 0.00 |
CMS ENERGY CORP COMSOLE | COM | 2.09M | SH | $145.96M 2.55% | 1.46M | 614.61K | 16.53K |
TXNM ENERGY INCSOLE | COM | 2.48M | SH | $145.88M 2.55% | 2.48M | 0.00 | 2.02K |
CAMECO CORP COMSOLE | COM | 1.45M | SH | $133.02M 2.33% | 1.43M | 0.00 | 22.41K |
MP MATLS CORPSOLE | COM | 2.61M | SH | $131.83M 2.31% | 2.57M | 0.00 | 35.80K |
EQUINIX INC COM NEWSOLE | COM | 168.97K | SH | $129.46M 2.26% | 165.19K | 0.00 | 3.77K |
QUANTA SVCS INC COMSOLE | COM | 270.61K | SH | $114.21M 2.00% | 267.05K | 0.00 | 3.56K |
ENTERPRISE PRODUCTS PARTNERS LSOLE | LP | 3.49M | SH | $112.02M 1.96% | 3.49M | 0.00 | 0.00 |
AMEREN CORP COMSOLE | COM | 1.08M | SH | $108.31M 1.89% | 576.24K | 507.87K | 559.00 |
NEXTERA ENERGY INC COMSOLE | COM | 1.33M | SH | $106.74M 1.87% | 406.09K | 856.95K | 66.59K |
DT MIDSTREAM INCSOLE | COM | 762.75K | SH | $91.29M 1.60% | 733.77K | 0.00 | 28.98K |
NRG ENERGY INC COMSOLE | COM | 571.63K | SH | $91.03M 1.59% | 133.24K | 438.38K | 0.00 |
OGE ENERGY CORP COMSOLE | COM | 1.94M | SH | $83.02M 1.45% | 1.59M | 340.81K | 14.90K |
WILLIAMS COS INC COMSOLE | COM | 1.29M | SH | $77.81M 1.36% | 1.29M | 0.00 | 1.49K |
Page 1 of 4