Filed: 5/7/2026ACC: 0000740913-26-000006
📋 What this filing means
REAVES W H & CO INC filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $6.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$6.03B
Total AUM (reported)
72M
Total Shares
Allocation by class
COM$5.82B96.7%
LP$170.48M2.8%
PFD$27.50M0.5%
CEF$3.32M0.1%
Portfolio Concentration
Top 3$1.13B18.8%
4–10$1.70B28.2%
11–25$1.98B32.9%
Rest$1.21B20.0%
Top 3 weight
18.8%
Top 10 weight
47.0%
Voting Authority Distribution
Total shares with voting rights: 72M
Sole
Full voting authority
56.72M
shares
% of voting shares78.8%
Shared
Joint voting authority
14.61M
shares
% of voting shares20.3%
None
No voting authority
677.10K
shares
% of voting shares0.9%
Investment Discretion (by position count)
Sole90
Shared0
Other0
Dominant voting typeSole · 78.8% of voting shares
Institutional Holdings90
Rows:
TALEN ENERGY CORP
SOLEShares1.51M
TypeSH
Market value$482.26M
8.00%
Sole
1.05M
Shared
455.20K
None
7.57K
CONSTELLATION ENERGY CORP
SOLEShares1.20M
TypeSH
Market value$336.08M
5.58%
Sole
653.89K
Shared
538.35K
None
11.27K
VISTRA CORP.
SOLEShares2.09M
TypeSH
Market value$314.87M
5.23%
Sole
1.10M
Shared
986.22K
None
9.86K
CENTERPOINT ENERGY INC
SOLEShares7M
TypeSH
Market value$302.25M
5.02%
Sole
4.66M
Shared
2.30M
None
42.55K
XCEL ENERGY INC COM
SOLEShares3.55M
TypeSH
Market value$281.93M
4.68%
Sole
2.23M
Shared
1.31M
None
734.00
IDACORP INC COM
SOLEShares1.80M
TypeSH
Market value$257.41M
4.27%
Sole
1.36M
Shared
441.91K
None
749.00
ENTERGY CORP NEW COM
SOLEShares2.24M
TypeSH
Market value$252.00M
4.18%
Sole
1.56M
Shared
680.73K
None
811.00
ALLIANT ENERGY CORP COM
SOLEShares2.99M
TypeSH
Market value$214.81M
3.56%
Sole
1.97M
Shared
1.01M
None
15.67K
SEMPRA
SOLEShares2.07M
TypeSH
Market value$200.95M
3.33%
Sole
1.31M
Shared
735.94K
None
25.83K
NISOURCE INC COM
SOLEShares4.11M
TypeSH
Market value$191.88M
3.18%
Sole
3.03M
Shared
1.06M
None
22.74K
EQUINIX INC COM NEW
SOLEShares173.82K
TypeSH
Market value$170.38M
2.83%
Sole
170.05K
Shared
0.00
None
3.77K
CMS ENERGY CORP COM
SOLEShares2.11M
TypeSH
Market value$164.02M
2.72%
Sole
1.42M
Shared
681.61K
None
16.53K
GE VERNOVA INC
SOLEShares175.05K
TypeSH
Market value$152.80M
2.54%
Sole
172.82K
Shared
0.00
None
2.23K
WILLIAMS COS INC COM
SOLEShares2.09M
TypeSH
Market value$152.09M
2.52%
Sole
2.09M
Shared
0.00
None
1.47K
PPL CORP COM
SOLEShares3.71M
TypeSH
Market value$141.57M
2.35%
Sole
2.07M
Shared
1.63M
None
1.08K
QUANTA SVCS INC COM
SOLEShares250.28K
TypeSH
Market value$137.41M
2.28%
Sole
246.73K
Shared
0.00
None
3.56K
ENTERPRISE PRODUCTS PARTNERS L
SOLEShares3.49M
TypeSH
Market value$132.21M
2.19%
Sole
3.49M
Shared
0.00
None
0.00
MP MATLS CORP
SOLEShares2.61M
TypeSH
Market value$125.90M
2.09%
Sole
2.57M
Shared
0.00
None
35.82K
DT MIDSTREAM INC
SOLEShares932.48K
TypeSH
Market value$125.58M
2.08%
Sole
903.51K
Shared
0.00
None
28.97K
CAMECO CORP COM
SOLEShares1.13M
TypeSH
Market value$122.39M
2.03%
Sole
1.10M
Shared
0.00
None
22.10K
NEXTERA ENERGY INC COM
SOLEShares1.32M
TypeSH
Market value$122.24M
2.03%
Sole
489.55K
Shared
760.02K
None
66.57K
AMEREN CORP COM
SOLEShares1.07M
TypeSH
Market value$117.90M
1.96%
Sole
575.36K
Shared
496.67K
None
547.00
PINNACLE WEST CAP CORP COM
SOLEShares1.08M
TypeSH
Market value$108.61M
1.80%
Sole
687.20K
Shared
390.85K
None
0.00
NRG ENERGY INC COM
SOLEShares734.28K
TypeSH
Market value$107.31M
1.78%
Sole
293.31K
Shared
440.97K
None
0.00
CORNING INC COM
SOLEShares763.19K
TypeSH
Market value$103.77M
1.72%
Sole
752.22K
Shared
0.00
None
10.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TALEN ENERGY CORPSOLE | COM | 1.51M | SH | $482.26M 8.00% | 1.05M | 455.20K | 7.57K |
CONSTELLATION ENERGY CORPSOLE | COM | 1.20M | SH | $336.08M 5.58% | 653.89K | 538.35K | 11.27K |
VISTRA CORP.SOLE | COM | 2.09M | SH | $314.87M 5.23% | 1.10M | 986.22K | 9.86K |
CENTERPOINT ENERGY INCSOLE | COM | 7M | SH | $302.25M 5.02% | 4.66M | 2.30M | 42.55K |
XCEL ENERGY INC COMSOLE | COM | 3.55M | SH | $281.93M 4.68% | 2.23M | 1.31M | 734.00 |
IDACORP INC COMSOLE | COM | 1.80M | SH | $257.41M 4.27% | 1.36M | 441.91K | 749.00 |
ENTERGY CORP NEW COMSOLE | COM | 2.24M | SH | $252.00M 4.18% | 1.56M | 680.73K | 811.00 |
ALLIANT ENERGY CORP COMSOLE | COM | 2.99M | SH | $214.81M 3.56% | 1.97M | 1.01M | 15.67K |
SEMPRASOLE | COM | 2.07M | SH | $200.95M 3.33% | 1.31M | 735.94K | 25.83K |
NISOURCE INC COMSOLE | COM | 4.11M | SH | $191.88M 3.18% | 3.03M | 1.06M | 22.74K |
EQUINIX INC COM NEWSOLE | COM | 173.82K | SH | $170.38M 2.83% | 170.05K | 0.00 | 3.77K |
CMS ENERGY CORP COMSOLE | COM | 2.11M | SH | $164.02M 2.72% | 1.42M | 681.61K | 16.53K |
GE VERNOVA INCSOLE | COM | 175.05K | SH | $152.80M 2.54% | 172.82K | 0.00 | 2.23K |
WILLIAMS COS INC COMSOLE | COM | 2.09M | SH | $152.09M 2.52% | 2.09M | 0.00 | 1.47K |
PPL CORP COMSOLE | COM | 3.71M | SH | $141.57M 2.35% | 2.07M | 1.63M | 1.08K |
QUANTA SVCS INC COMSOLE | COM | 250.28K | SH | $137.41M 2.28% | 246.73K | 0.00 | 3.56K |
ENTERPRISE PRODUCTS PARTNERS LSOLE | LP | 3.49M | SH | $132.21M 2.19% | 3.49M | 0.00 | 0.00 |
MP MATLS CORPSOLE | COM | 2.61M | SH | $125.90M 2.09% | 2.57M | 0.00 | 35.82K |
DT MIDSTREAM INCSOLE | COM | 932.48K | SH | $125.58M 2.08% | 903.51K | 0.00 | 28.97K |
CAMECO CORP COMSOLE | COM | 1.13M | SH | $122.39M 2.03% | 1.10M | 0.00 | 22.10K |
NEXTERA ENERGY INC COMSOLE | COM | 1.32M | SH | $122.24M 2.03% | 489.55K | 760.02K | 66.57K |
AMEREN CORP COMSOLE | COM | 1.07M | SH | $117.90M 1.96% | 575.36K | 496.67K | 547.00 |
PINNACLE WEST CAP CORP COMSOLE | COM | 1.08M | SH | $108.61M 1.80% | 687.20K | 390.85K | 0.00 |
NRG ENERGY INC COMSOLE | COM | 734.28K | SH | $107.31M 1.78% | 293.31K | 440.97K | 0.00 |
CORNING INC COMSOLE | COM | 763.19K | SH | $103.77M 1.72% | 752.22K | 0.00 | 10.97K |
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