REAVES W H & CO INC

Est. AUM

$3.68B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	EQUINIX INC COM NEW	COM	$170.4M	173816	4.63%	SOLE
2	GE VERNOVA INC	COM	$152.8M	175052	4.15%	SOLE
3	WILLIAMS COS INC COM	COM	$152.1M	2089760	4.13%	SOLE
4	CONSTELLATION ENERGY CORP	COM	$150.3M	538347	4.08%	OTR
5	VISTRA CORP.	COM	$148.3M	986220	4.03%	OTR
6	TALEN ENERGY CORP	COM	$145.3M	455198	3.95%	OTR
7	QUANTA SVCS INC COM	COM	$137.4M	250284	3.73%	SOLE
8	ENTERPRISE PRODUCTS PARTNERS L	LP	$132.2M	3493940	3.59%	SOLE
9	MP MATLS CORP	COM	$125.9M	2608770	3.42%	SOLE
10	DT MIDSTREAM INC	COM	$125.6M	932483	3.41%	SOLE
11	CAMECO CORP COM	COM	$122.4M	1126885	3.32%	SOLE
12	XCEL ENERGY INC COM	COM	$104.4M	1314757	2.84%	OTR
13	CORNING INC COM	COM	$103.8M	763193	2.82%	SOLE
14	CENTERPOINT ENERGY INC	COM	$99.4M	2303577	2.70%	OTR
15	CANADIAN PACIFIC KANSAS CITY L	COM	$84.8M	1078191	2.30%	SOLE
16	DYCOM INDS INC COM	COM	$84.1M	248140	2.28%	SOLE
17	OGE ENERGY CORP COM	COM	$76.9M	1603609	2.09%	SOLE
18	ENTERGY CORP NEW COM	COM	$76.5M	680728	2.08%	OTR
19	ALLIANT ENERGY CORP COM	COM	$72.6M	1011102	1.97%	OTR
20	SEMPRA	COM	$71.5M	735941	1.94%	OTR
21	NEXTERA ENERGY INC COM	COM	$70.6M	760021	1.92%	OTR
22	EQT CORP COM	COM	$69.4M	1089757	1.88%	SOLE
23	NRG ENERGY INC COM	COM	$64.4M	440972	1.75%	OTR
24	IDACORP INC COM	COM	$63.2M	441908	1.72%	OTR
25	PPL CORP COM	COM	$62.3M	1632164	1.69%	OTR
26	SBA COMMUNICATIONS COR CL A	COM	$55.5M	322464	1.51%	SOLE
27	AMEREN CORP COM	COM	$54.6M	496668	1.48%	OTR
28	MARATHON PETROLEUM CORP	COM	$53.9M	220615	1.46%	SOLE
29	CMS ENERGY CORP COM	COM	$52.9M	681608	1.44%	OTR
30	ARISTA NETWORKS INC	COM	$51.0M	415240	1.38%	SOLE
31	NISOURCE INC COM	COM	$49.5M	1060745	1.34%	OTR
32	COHERENT CORP	COM	$49.0M	205831	1.33%	SOLE
33	AMERICAN ELEC PWR INC COM	COM	$44.9M	342237	1.22%	OTR
34	PINNACLE WEST CAP CORP COM	COM	$39.4M	390845	1.07%	OTR
35	MPLX LP COM UNIT REP LTD	LP	$38.3M	670500	1.04%	SOLE
36	CENTRUS ENERGY CORP CL A	COM	$36.8M	211918	1.00%	SOLE
37	USA RARE EARTH INC	COM	$35.1M	2320000	0.95%	SOLE
38	WEC ENERGY GROUP INC COM	COM	$31.3M	270555	0.85%	OTR
39	NATIONAL FUEL GAS CO	COM	$29.5M	314465	0.80%	SOLE
40	LUMENTUM HOLDINGS INC	COM	$29.4M	41815	0.80%	SOLE
41	X-ENERGY REACTOR CO. LLC SERIE	PFD	$27.5M	1891802	0.75%	SOLE
42	RICE ACQUISITION CORPORATION 3	COM	$25.4M	2400000	0.69%	SOLE
43	CROWN CASTLE INC	COM	$23.4M	287589	0.63%	SOLE
44	T-MOBILE US INC COM	COM	$22.5M	106969	0.61%	SOLE
45	IRON MTN INC NEW	COM	$21.8M	213549	0.59%	SOLE
46	TIC SOLUTIONS INC	COM	$20.2M	3076170	0.55%	SOLE
47	VERTIV HOLDINGS CO	COM	$18.3M	72880	0.50%	SOLE
48	PUBLIC SVC ENTERPRISE GROUP IN	COM	$17.4M	215103	0.47%	SOLE
49	DIGITAL REALTY TR	COM	$16.9M	94022	0.46%	SOLE
50	AMERICAN TOWER REIT COM	COM	$16.9M	98037	0.46%	SOLE

1–50 of 90

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.