Filed: 7/30/2026ACC: 0000740913-26-000009
📋 What this filing means
REAVES W H & CO INC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $6.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$6.59B
Total AUM (reported)
73.36M
Total Shares
Allocation by class
COM$6.42B97.4%
LP$166.21M2.5%
CEF$3.49M0.1%
Portfolio Concentration
Top 3$1.24B18.8%
4–10$1.76B26.7%
11–25$2.17B32.9%
Rest$1.42B21.6%
Top 3 weight
18.8%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 73.36M
Sole
Full voting authority
59.89M
shares
% of voting shares81.6%
Shared
Joint voting authority
12.80M
shares
% of voting shares17.4%
None
No voting authority
671.85K
shares
% of voting shares0.9%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeSole · 81.6% of voting shares
Institutional Holdings94
Rows:
TALEN ENERGY CORP
SOLEShares1.48M
TypeSH
Market value$567.42M
8.61%
Sole
1.05M
Shared
421.80K
None
7.59K
ENTERGY CORP NEW COM
SOLEShares2.98M
TypeSH
Market value$342.08M
5.19%
Sole
2.35M
Shared
621.48K
None
1.95K
VISTRA CORP.
SOLEShares2.07M
TypeSH
Market value$328.51M
4.98%
Sole
1.18M
Shared
882.86K
None
9.92K
CONSTELLATION ENERGY CORP
SOLEShares1.31M
TypeSH
Market value$325.52M
4.94%
Sole
742.21K
Shared
557.13K
None
11.30K
CENTERPOINT ENERGY INC
SOLEShares6.63M
TypeSH
Market value$291.88M
4.43%
Sole
4.51M
Shared
2.08M
None
42.93K
XCEL ENERGY INC COM
SOLEShares3.36M
TypeSH
Market value$269.69M
4.09%
Sole
2.17M
Shared
1.19M
None
1.61K
IDACORP INC COM
SOLEShares1.77M
TypeSH
Market value$267.81M
4.06%
Sole
1.34M
Shared
426.93K
None
859.00
ALLIANT ENERGY CORP COM
SOLEShares2.78M
TypeSH
Market value$212.44M
3.22%
Sole
1.84M
Shared
931.66K
None
15.66K
GE VERNOVA INC
SOLEShares169.85K
TypeSH
Market value$199.55M
3.03%
Sole
167.61K
Shared
0.00
None
2.23K
NISOURCE INC COM
SOLEShares4.09M
TypeSH
Market value$194.42M
2.95%
Sole
3.02M
Shared
1.04M
None
23.39K
CORNING INC COM
SOLEShares714.93K
TypeSH
Market value$182.62M
2.77%
Sole
703.76K
Shared
0.00
None
11.17K
EQUINIX INC COM NEW
SOLEShares173.60K
TypeSH
Market value$180.96M
2.75%
Sole
169.83K
Shared
0.00
None
3.77K
QUANTA SVCS INC COM
SOLEShares246.30K
TypeSH
Market value$177.35M
2.69%
Sole
242.76K
Shared
0.00
None
3.54K
SEMPRA
SOLEShares1.90M
TypeSH
Market value$175.99M
2.67%
Sole
1.19M
Shared
684.49K
None
25.88K
DT MIDSTREAM INC
SOLEShares1.08M
TypeSH
Market value$157.80M
2.39%
Sole
1.05M
Shared
0.00
None
28.97K
WILLIAMS COS INC COM
SOLEShares2.11M
TypeSH
Market value$157.17M
2.38%
Sole
2.11M
Shared
0.00
None
2.50K
CMS ENERGY CORP COM
SOLEShares1.91M
TypeSH
Market value$146.05M
2.22%
Sole
1.23M
Shared
658.51K
None
16.53K
MP MATLS CORP
SOLEShares2.61M
TypeSH
Market value$146.01M
2.22%
Sole
2.57M
Shared
0.00
None
35.88K
AMERICAN ELEC PWR INC COM
SOLEShares994.70K
TypeSH
Market value$136.08M
2.06%
Sole
474.39K
Shared
519.77K
None
535.00
DYCOM INDS INC COM
SOLEShares263.26K
TypeSH
Market value$133.10M
2.02%
Sole
260.02K
Shared
0.00
None
3.24K
ENTERPRISE PRODUCTS PARTNERS L
SOLEShares3.49M
TypeSH
Market value$128.44M
1.95%
Sole
3.49M
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares1.44M
TypeSH
Market value$126.34M
1.92%
Sole
765.88K
Shared
606.99K
None
66.57K
CAMECO CORP COM
SOLEShares1.13M
TypeSH
Market value$114.62M
1.74%
Sole
1.10M
Shared
0.00
None
22.17K
CANADIAN PACIFIC KANSAS CITY L
SOLEShares1.25M
TypeSH
Market value$108.51M
1.65%
Sole
1.24M
Shared
0.00
None
7.53K
PINNACLE WEST CAP CORP COM
SOLEShares913.79K
TypeSH
Market value$97.78M
1.48%
Sole
532.19K
Shared
381.59K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TALEN ENERGY CORPSOLE | COM | 1.48M | SH | $567.42M 8.61% | 1.05M | 421.80K | 7.59K |
ENTERGY CORP NEW COMSOLE | COM | 2.98M | SH | $342.08M 5.19% | 2.35M | 621.48K | 1.95K |
VISTRA CORP.SOLE | COM | 2.07M | SH | $328.51M 4.98% | 1.18M | 882.86K | 9.92K |
CONSTELLATION ENERGY CORPSOLE | COM | 1.31M | SH | $325.52M 4.94% | 742.21K | 557.13K | 11.30K |
CENTERPOINT ENERGY INCSOLE | COM | 6.63M | SH | $291.88M 4.43% | 4.51M | 2.08M | 42.93K |
XCEL ENERGY INC COMSOLE | COM | 3.36M | SH | $269.69M 4.09% | 2.17M | 1.19M | 1.61K |
IDACORP INC COMSOLE | COM | 1.77M | SH | $267.81M 4.06% | 1.34M | 426.93K | 859.00 |
ALLIANT ENERGY CORP COMSOLE | COM | 2.78M | SH | $212.44M 3.22% | 1.84M | 931.66K | 15.66K |
GE VERNOVA INCSOLE | COM | 169.85K | SH | $199.55M 3.03% | 167.61K | 0.00 | 2.23K |
NISOURCE INC COMSOLE | COM | 4.09M | SH | $194.42M 2.95% | 3.02M | 1.04M | 23.39K |
CORNING INC COMSOLE | COM | 714.93K | SH | $182.62M 2.77% | 703.76K | 0.00 | 11.17K |
EQUINIX INC COM NEWSOLE | COM | 173.60K | SH | $180.96M 2.75% | 169.83K | 0.00 | 3.77K |
QUANTA SVCS INC COMSOLE | COM | 246.30K | SH | $177.35M 2.69% | 242.76K | 0.00 | 3.54K |
SEMPRASOLE | COM | 1.90M | SH | $175.99M 2.67% | 1.19M | 684.49K | 25.88K |
DT MIDSTREAM INCSOLE | COM | 1.08M | SH | $157.80M 2.39% | 1.05M | 0.00 | 28.97K |
WILLIAMS COS INC COMSOLE | COM | 2.11M | SH | $157.17M 2.38% | 2.11M | 0.00 | 2.50K |
CMS ENERGY CORP COMSOLE | COM | 1.91M | SH | $146.05M 2.22% | 1.23M | 658.51K | 16.53K |
MP MATLS CORPSOLE | COM | 2.61M | SH | $146.01M 2.22% | 2.57M | 0.00 | 35.88K |
AMERICAN ELEC PWR INC COMSOLE | COM | 994.70K | SH | $136.08M 2.06% | 474.39K | 519.77K | 535.00 |
DYCOM INDS INC COMSOLE | COM | 263.26K | SH | $133.10M 2.02% | 260.02K | 0.00 | 3.24K |
ENTERPRISE PRODUCTS PARTNERS LSOLE | LP | 3.49M | SH | $128.44M 1.95% | 3.49M | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | COM | 1.44M | SH | $126.34M 1.92% | 765.88K | 606.99K | 66.57K |
CAMECO CORP COMSOLE | COM | 1.13M | SH | $114.62M 1.74% | 1.10M | 0.00 | 22.17K |
CANADIAN PACIFIC KANSAS CITY LSOLE | COM | 1.25M | SH | $108.51M 1.65% | 1.24M | 0.00 | 7.53K |
PINNACLE WEST CAP CORP COMSOLE | COM | 913.79K | SH | $97.78M 1.48% | 532.19K | 381.59K | 0.00 |
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