Reaves W H & Co Inc

13F filer · CIK 0000740913

Reported Jul 30, 2026

Net buyer this quarter

13F portfolio value$6.59BU.S. long equity reported on 13F

Positions9110 new · 7 closed

Net flow last quarter+$87.9MBuys minus sells

Top 10 positions weight45.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202691 positions
TLNTalen Energy Corp	$567M	8.61%	3.08%	-2.3%	Q2 2015
ETREntergy Corp	$342M	5.19%	0.65%	+32.8%	Q2 2013
VSTVistra Corp.	$329M	4.98%	0.62%	-1.1%	Q1 2019
CEGConstellation Energy Corp	$326M	4.94%	0.37%	+8.9%	Q1 2022
CNPCenterpoint Energy Inc	$292M	4.43%	1.01%	-5.4%	Q2 2023
XELXcel Energy Inc	$270M	4.09%	0.54%	-5.4%	Q1 2016
IDAIdacorp Inc	$268M	4.06%	3.22%	-1.7%	Q2 2013
LNTAlliant Energy Corp	$212M	3.22%	1.08%	-7.0%	Q4 2013
GEVGE Vernova Inc.	$200M	3.03%	0.06%	-3.0%	Q1 2025
NINisource Inc.	$194M	2.95%	0.85%	-0.6%	Q2 2013
GLWCorning Inc	$183M	2.77%	0.08%	-6.3%	Q3 2025
EQIXEquinix Inc	$181M	2.75%	0.18%	-0.1%	Q2 2018
PWRQuanta Services, Inc.	$177M	2.69%	0.16%	-1.6%	Q1 2024
SRESempra	$176M	2.67%	0.29%	-8.2%	Q2 2013
DTMDT Midstream, Inc.	$158M	2.39%	1.05%	+15.3%	Q3 2021
WMBWilliams Companies, Inc.	$157M	2.38%	0.17%	+1.2%	Q2 2013
CMSCMS Energy Corp	$146M	2.22%	0.61%	-9.7%	Q1 2014
MPMP Materials Corp. / DE	$146M	2.22%	1.46%	-0.1%	Q2 2025
AEPAmerican Electric Power Co Inc	$136M	2.06%	0.18%	+188.6%	Q4 2015
DYDycom Industries Inc	$133M	2.02%	0.88%	+6.1%	Q2 2024
EPDEnterprise Products Partners L.P.	$128M	1.95%	0.16%	Not reported	Q2 2013
NEENextera Energy Inc	$126M	1.92%	0.07%	+9.4%	Q2 2013
CCJCameco Corp	$115M	1.74%	0.26%	-0.2%	Q2 2024
CPCanadian Pacific Kansas City Ltd	$109M	1.65%	0.14%	+16.2%	Q4 2014
PNWPinnacle West Capital Corp	$97.8M	1.48%	0.75%	-15.2%	Q2 2013
WECWec Energy Group, Inc.	$96M	1.46%	0.25%	+46.1%	Q2 2015
AEEAmeren Corp	$95.7M	1.45%	0.31%	-21.1%	Q2 2013
NRGNRG Energy, Inc.	$93.5M	1.42%	0.30%	-12.8%	Q4 2013
DTEDte Energy Co	$88.6M	1.34%	0.28%	+79.6%	Q2 2013
COHRCoherent Corp.	$84M	1.28%	0.11%	+3.5%	Q4 2025
OGEOge Energy Corp.	$73.7M	1.12%	0.73%	-5.6%	Q2 2013
SBACSba Communications Corp	$56.9M	0.86%	0.30%	Not reported	Q4 2014
ANETArista Networks, Inc.	$53.1M	0.81%	0.02%	-24.7%	Q4 2025
ITGITG, Inc.	$50M	0.76%	Not reported	New	Q2 2026
EQTEQT Corp	$50M	0.76%	0.15%	-13.8%	Q2 2013
LNGCheniere Energy, Inc.	$43.8M	0.66%	0.09%	+663.4%	Q1 2019
USARUSA Rare Earth, Inc.	$43.2M	0.65%	0.82%	-13.8%	Q1 2026
LEUCentrus Energy Corp	$38M	0.58%	1.66%	+6.9%	Q4 2024
MPLXMPLX LP	$37.8M	0.57%	0.07%	Not reported	Q4 2015
AMTAmerican Tower Corp	$34.6M	0.52%	0.05%	+115.8%	Q2 2013
LITELumentum Holdings Inc.	$34.2M	0.52%	0.05%	-4.6%	Q4 2025
DLRDigital Realty Trust, Inc.	$30.1M	0.46%	0.05%	+78.1%	Q4 2020
TMUST-Mobile US, Inc.	$29.2M	0.44%	0.02%	+62.9%	Q4 2014
ODFLOld Dominion Freight Line, Inc.	$27.8M	0.42%	0.06%	+85.3%	Q2 2022
IRMIron Mountain Inc	$26.8M	0.41%	0.07%	-0.5%	Q4 2025
TICTIC Solutions, Inc.	$25.4M	0.39%	1.44%	+2.3%	Q4 2025
NFGNational Fuel Gas Co	$24.3M	0.37%	0.33%	Not reported	Q2 2013
DDominion Energy, Inc	$20.5M	0.31%	0.03%	Not reported	Q2 2013
TBNTamboran Resources Corp	$20M	0.30%	2.17%	+261.8%	Q4 2025
VRTVertiv Holdings Co	$17.2M	0.26%	0.01%	-29.4%	Q1 2024

Q1 2026Reported May 7, 202688 positions
TLNTalen Energy Corp	$482M	8.00%	3.33%	-0.7%	Q2 2015
CEGConstellation Energy Corp	$336M	5.58%	0.33%	+6.1%	Q1 2022
VSTVistra Corp.	$315M	5.23%	0.62%	-4.7%	Q1 2019
CNPCenterpoint Energy Inc	$302M	5.02%	1.07%	-8.7%	Q2 2023
XELXcel Energy Inc	$282M	4.68%	0.57%	-0.9%	Q1 2016
IDAIdacorp Inc	$257M	4.27%	3.28%	-0.4%	Q2 2013
ETREntergy Corp	$252M	4.18%	0.49%	-8.3%	Q2 2013
LNTAlliant Energy Corp	$215M	3.56%	1.16%	-2.1%	Q4 2013
SRESempra	$201M	3.33%	0.32%	-3.4%	Q2 2013
NINisource Inc.	$192M	3.18%	0.86%	-24.2%	Q2 2013
EQIXEquinix Inc	$170M	2.83%	0.18%	+2.9%	Q2 2018
CMSCMS Energy Corp	$164M	2.72%	0.68%	+1.3%	Q1 2014
GEVGE Vernova Inc.	$153M	2.54%	0.07%	+138.5%	Q1 2025
WMBWilliams Companies, Inc.	$152M	2.52%	0.17%	+61.4%	Q2 2013
PPLPPL Corp	$142M	2.35%	0.49%	-16.2%	Q2 2013
PWRQuanta Services, Inc.	$137M	2.28%	0.17%	-7.5%	Q1 2024
EPDEnterprise Products Partners L.P.	$132M	2.19%	0.16%	Not reported	Q2 2013
MPMP Materials Corp. / DE	$126M	2.09%	1.47%	0.0%	Q2 2025
DTMDT Midstream, Inc.	$126M	2.08%	0.91%	+22.3%	Q3 2021
CCJCameco Corp	$122M	2.03%	0.26%	-22.5%	Q2 2024
NEENextera Energy Inc	$122M	2.03%	0.06%	-1.0%	Q2 2013
AEEAmeren Corp	$118M	1.96%	0.39%	-1.1%	Q2 2013
PNWPinnacle West Capital Corp	$109M	1.80%	0.89%	-37.3%	Q2 2013
NRGNRG Energy, Inc.	$107M	1.78%	0.35%	+28.5%	Q4 2013
GLWCorning Inc	$104M	1.72%	0.09%	+0.5%	Q3 2025
CPCanadian Pacific Kansas City Ltd	$84.8M	1.41%	0.12%	+13063.1%	Q4 2014
DYDycom Industries Inc	$84.1M	1.40%	0.83%	+73.3%	Q2 2024
OGEOge Energy Corp.	$76.9M	1.28%	0.78%	-17.5%	Q2 2013
EQTEQT Corp	$69.4M	1.15%	0.17%	-6.2%	Q2 2013
WECWec Energy Group, Inc.	$65.2M	1.08%	0.17%	+49.1%	Q2 2015
SBACSba Communications Corp	$55.5M	0.92%	0.30%	-11.0%	Q4 2014
MPCMarathon Petroleum Corp	$53.9M	0.89%	0.07%	+32.1%	Q3 2013
ANETArista Networks, Inc.	$51M	0.85%	0.03%	+1679.4%	Q4 2025
COHRCoherent Corp.	$49M	0.81%	0.11%	+691.7%	Q4 2025
DTEDte Energy Co	$47.3M	0.79%	0.16%	-22.5%	Q2 2013
AEPAmerican Electric Power Co Inc	$45.2M	0.75%	0.06%	Not reported	Q4 2015
MPLXMPLX LP	$38.3M	0.63%	0.07%	Not reported	Q4 2015
LEUCentrus Energy Corp	$36.8M	0.61%	1.55%	+21.4%	Q4 2024
USARUSA Rare Earth, Inc.	$35.1M	0.58%	1.06%	New	Q1 2026
NFGNational Fuel Gas Co	$29.5M	0.49%	0.33%	Not reported	Q2 2013
LITELumentum Holdings Inc.	$29.4M	0.49%	0.06%	+104.0%	Q4 2025
CCICrown Castle Inc.	$23.4M	0.39%	0.07%	-12.0%	Q4 2014
TMUST-Mobile US, Inc.	$22.5M	0.37%	0.01%	-29.0%	Q4 2014
IRMIron Mountain Inc	$21.8M	0.36%	0.07%	+296.2%	Q4 2025
TICTIC Solutions, Inc.	$20.2M	0.34%	1.39%	+43.1%	Q4 2025
VRTVertiv Holdings Co	$18.3M	0.30%	0.02%	-12.1%	Q1 2024
PEGPublic Service Enterprise Group Inc	$17.4M	0.29%	0.04%	-61.8%	Q2 2013
DLRDigital Realty Trust, Inc.	$16.9M	0.28%	0.03%	-0.3%	Q4 2020
AMTAmerican Tower Corp	$16.9M	0.28%	0.02%	Not reported	Q2 2013
UNPUnion Pacific Corp	$16.3M	0.27%	0.01%	-16.2%	Q2 2013

Q4 2025Reported Feb 10, 202684 positions
TLNTalen Energy Corp	$570M	9.98%	3.33%	+7.9%	Q2 2015
CEGConstellation Energy Corp	$401M	7.01%	0.36%	+11.7%	Q1 2022
VSTVistra Corp.	$354M	6.20%	0.65%	+14.5%	Q1 2019
CNPCenterpoint Energy Inc	$294M	5.14%	1.17%	+6.2%	Q2 2023
XELXcel Energy Inc	$264M	4.62%	0.57%	+13.1%	Q1 2016
IDAIdacorp Inc	$229M	4.00%	3.35%	+6.3%	Q2 2013
NINisource Inc.	$227M	3.96%	1.13%	+8.3%	Q2 2013
ETREntergy Corp	$226M	3.96%	0.55%	+6.9%	Q2 2013
LNTAlliant Energy Corp	$199M	3.48%	1.19%	+71.8%	Q4 2013
SRESempra	$189M	3.31%	0.33%	+34.1%	Q2 2013
PPLPPL Corp	$155M	2.71%	0.59%	+2.0%	Q2 2013
PNWPinnacle West Capital Corp	$153M	2.67%	1.44%	-4.7%	Q2 2013
CMSCMS Energy Corp	$146M	2.55%	0.68%	-2.9%	Q1 2014
TXNMTXNM Energy Inc	$146M	2.55%	2.27%	-2.9%	Q2 2023
CCJCameco Corp	$133M	2.33%	0.33%	-0.1%	Q2 2024
MPMP Materials Corp. / DE	$132M	2.31%	1.47%	+0.8%	Q2 2025
EQIXEquinix Inc	$129M	2.26%	0.17%	+6.5%	Q2 2018
PWRQuanta Services, Inc.	$114M	2.00%	0.18%	-0.1%	Q1 2024
EPDEnterprise Products Partners L.P.	$112M	1.96%	0.16%	Not reported	Q2 2013
AEEAmeren Corp	$108M	1.89%	0.39%	+12.5%	Q2 2013
NEENextera Energy Inc	$107M	1.87%	0.06%	+123.9%	Q2 2013
DTMDT Midstream, Inc.	$91.3M	1.60%	0.75%	+9.4%	Q3 2021
NRGNRG Energy, Inc.	$91M	1.59%	0.30%	+93.5%	Q4 2013
OGEOge Energy Corp.	$83M	1.45%	0.94%	+45.6%	Q2 2013
WMBWilliams Companies, Inc.	$77.8M	1.36%	0.11%	+18.8%	Q2 2013
SBACSba Communications Corp	$70.1M	1.23%	0.34%	-10.9%	Q4 2014
GLWCorning Inc	$66.5M	1.16%	0.09%	+50.5%	Q3 2025
EQTEQT Corp	$62.3M	1.09%	0.19%	+12.9%	Q2 2013
DTEDte Energy Co	$53.9M	0.94%	0.20%	-28.8%	Q2 2013
DYDycom Industries Inc	$48.4M	0.85%	0.49%	-0.2%	Q2 2024
GEVGE Vernova Inc.	$48M	0.84%	0.03%	+389.4%	Q1 2025
PEGPublic Service Enterprise Group Inc	$45.2M	0.79%	0.11%	-70.5%	Q2 2013
LEUCentrus Energy Corp	$42.4M	0.74%	1.28%	-16.4%	Q4 2024
WECWec Energy Group, Inc.	$39.8M	0.70%	0.12%	+60.0%	Q2 2015
NSCNorfolk Southern Corp	$37.8M	0.66%	0.06%	-20.0%	Q4 2020
MPLXMPLX LP	$35.8M	0.63%	0.07%	Not reported	Q4 2015
OKEOneok Inc	$33.9M	0.59%	0.07%	-21.0%	Q2 2013
TMUST-Mobile US, Inc.	$30.6M	0.53%	0.01%	-0.7%	Q4 2014
CCICrown Castle Inc.	$29M	0.51%	0.08%	-0.4%	Q4 2014
MPCMarathon Petroleum Corp	$27.2M	0.48%	0.06%	+67.0%	Q3 2013
FYBRFrontier Communications Parent, Inc.	$22.4M	0.39%	Not reported	-0.7%	Q3 2021
TICTIC Solutions, Inc.	$21.7M	0.38%	0.98%	New	Q4 2025
CMCSAComcast Corp	$20.6M	0.36%	0.02%	-62.9%	Q2 2013
UNPUnion Pacific Corp	$18.5M	0.32%	0.01%	-57.5%	Q2 2013
AMTAmerican Tower Corp	$17.2M	0.30%	0.02%	Not reported	Q2 2013
DLRDigital Realty Trust, Inc.	$14.6M	0.26%	0.03%	+26.2%	Q4 2020
VRTVertiv Holdings Co	$13.4M	0.23%	0.02%	-46.2%	Q1 2024
UTLUnitil Corp	$13.3M	0.23%	1.53%	Not reported	Q3 2025
WBIWaterBridge Infrastructure LLC	$9M	0.16%	Not reported	Not reported	Q3 2025
BRK.BBerkshire Hathaway Inc	$8.92M	0.16%	Not reported	Not reported	Q2 2013

Q3 2025Reported Nov 6, 202582 positions
TLNTalen Energy Corp	$600M	10.69%	3.09%	+12.6%	Q2 2015
VSTVistra Corp.	$376M	6.70%	0.57%	+22.3%	Q1 2019
CEGConstellation Energy Corp	$334M	5.95%	0.33%	+23.3%	Q1 2022
CNPCenterpoint Energy Inc	$280M	4.99%	1.11%	+15.4%	Q2 2023
XELXcel Energy Inc	$255M	4.55%	0.54%	+25.8%	Q1 2016
IDAIdacorp Inc	$225M	4.00%	3.15%	+8.5%	Q2 2013
NINisource Inc.	$217M	3.86%	1.05%	+34.6%	Q2 2013
ETREntergy Corp	$213M	3.80%	0.51%	+15.7%	Q2 2013
MPMP Materials Corp. / DE	$174M	3.09%	1.46%	+168.4%	Q2 2025
PNWPinnacle West Capital Corp	$162M	2.88%	1.51%	+21.3%	Q2 2013
PPLPPL Corp	$161M	2.87%	0.59%	+13.5%	Q2 2013
PEGPublic Service Enterprise Group Inc	$159M	2.83%	0.38%	+20.4%	Q2 2013
CMSCMS Energy Corp	$157M	2.80%	0.71%	+14.8%	Q1 2014
TXNMTXNM Energy Inc	$144M	2.57%	2.34%	-0.8%	Q2 2023
SRESempra	$144M	2.56%	0.24%	+3.4%	Q2 2013
EQIXEquinix Inc	$124M	2.21%	0.16%	-0.1%	Q2 2018
CCJCameco Corp	$122M	2.17%	0.33%	-6.5%	Q2 2024
LNTAlliant Energy Corp	$120M	2.14%	0.69%	+54.3%	Q4 2013
PWRQuanta Services, Inc.	$112M	2.00%	0.18%	-0.3%	Q1 2024
EPDEnterprise Products Partners L.P.	$109M	1.95%	0.16%	-2.8%	Q2 2013
AEEAmeren Corp	$101M	1.79%	0.36%	+112.4%	Q2 2013
DTEDte Energy Co	$83M	1.48%	0.28%	+4.6%	Q2 2013
DTMDT Midstream, Inc.	$78.9M	1.40%	0.69%	-0.2%	Q3 2021
SBACSba Communications Corp	$78.7M	1.40%	0.38%	-6.0%	Q4 2014
WMBWilliams Companies, Inc.	$69M	1.23%	0.09%	+45.7%	Q2 2013
LEUCentrus Energy Corp	$64.7M	1.15%	1.53%	-0.1%	Q4 2024
OGEOge Energy Corp.	$61.8M	1.10%	0.66%	+7.5%	Q2 2013
CMCSAComcast Corp	$58.4M	1.04%	0.05%	Not reported	Q2 2013
EQTEQT Corp	$56M	1.00%	0.16%	+213.3%	Q2 2013
NSCNorfolk Southern Corp	$49.2M	0.88%	0.07%	-25.4%	Q4 2020
NRGNRG Energy, Inc.	$47.9M	0.85%	0.15%	+122.8%	Q4 2013
CHTRCharter Communications, Inc.	$47M	0.84%	0.06%	-13.3%	Q2 2014
NEENextera Energy Inc	$44.8M	0.80%	0.03%	-33.6%	Q2 2013
UNPUnion Pacific Corp	$44.6M	0.79%	0.03%	-37.3%	Q2 2013
OKEOneok Inc	$42.6M	0.76%	0.09%	-0.1%	Q2 2013
DYDycom Industries Inc	$41.8M	0.75%	0.50%	+17.9%	Q2 2024
GLWCorning Inc	$41.4M	0.74%	0.06%	New	Q3 2025
AWKAmerican Water Works Company, Inc.	$39.1M	0.70%	0.14%	+80.1%	Q2 2013
TMUST-Mobile US, Inc.	$36.3M	0.65%	0.01%	-1.7%	Q4 2014
MPLXMPLX LP	$33.5M	0.60%	0.07%	Not reported	Q4 2015
CCICrown Castle Inc.	$31.7M	0.56%	0.08%	Not reported	Q4 2014
WECWec Energy Group, Inc.	$27M	0.48%	0.07%	Not reported	Q2 2015
VRTVertiv Holdings Co	$23.3M	0.41%	0.04%	-55.9%	Q1 2024
FYBRFrontier Communications Parent, Inc.	$22.1M	0.39%	Not reported	-16.3%	Q3 2021
MPCMarathon Petroleum Corp	$19.3M	0.34%	0.03%	-33.3%	Q3 2013
AMTAmerican Tower Corp	$18.9M	0.34%	0.02%	-49.2%	Q2 2013
ATOAtmos Energy Corp	$18M	0.32%	0.07%	-66.4%	Q4 2014
CCOICogent Communications Holdings, Inc.	$16.2M	0.29%	0.86%	-48.4%	Q4 2014
UTLUnitil Corp	$13.2M	0.23%	1.54%	New	Q3 2025
DLRDigital Realty Trust, Inc.	$12.9M	0.23%	0.02%	0.0%	Q4 2020

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