REAVES W H & CO INC

$6.0B reported 13(f) long value · latest quarter 2026-06-30 · CIK 740913 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $6.0B
ALL retained default holdings for this (filer, period), including NULL-value ones: 109
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 8
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 5

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15958` · issuer key `iss:1753` COM	TRIM	−$88.1M	−11,000	$570M	$482M	1,521,697	1,510,697
position key `pos:16507` · issuer key `iss:508` COM	ADD	−$64.5M	+69,568	$401M	$336M	1,133,945	1,203,513
position key `pos:11219` · issuer key `iss:1925` COM	TRIM	−$39.6M	−102,745	$354M	$315M	2,197,292	2,094,547
position key `pos:11170` · issuer key `iss:421` COM	TRIM	+$8.3M	−663,398	$294M	$302M	7,666,518	7,003,120
position key `pos:13598` · issuer key `iss:1994` COM	TRIM	+$17.5M	−31,009	$264M	$282M	3,579,918	3,548,909
position key `pos:12594` · issuer key `iss:951` COM	TRIM	+$28.6M	−7,333	$229M	$257M	1,807,811	1,800,478
position key `pos:12048` · issuer key `iss:665` COM	TRIM	+$25.9M	−203,821	$226M	$252M	2,446,593	2,242,772
position key `pos:10213` · issuer key `iss:82` COM	TRIM	+$16.1M	−63,827	$199M	$215M	3,057,253	2,993,426
position key `pos:14516` · issuer key `iss:1643` COM	TRIM	+$12.0M	−72,376	$189M	$201M	2,140,395	2,068,019
position key `pos:12127` · issuer key `iss:1315` COM	TRIM	−$34.7M	−1,312,388	$227M	$192M	5,424,733	4,112,345
position key `pos:11633` · issuer key `iss:673` COM	ADD	+$40.9M	+4,848	$129M	$170M	168,968	173,816
position key `pos:12950` · issuer key `iss:357` COM	ADD	+$18.1M	+26,971	$146M	$164M	2,087,283	2,114,254
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$105M	+101,649	$48.0M	$153M	73,403	175,052
position key `pos:15560` · issuer key `iss:1973` COM	ADD	+$74.3M	+795,343	$77.8M	$152M	1,294,417	2,089,760
position key `pos:17365` · issuer key `iss:1396` COM	TRIM	−$13.4M	−718,701	$155M	$142M	4,424,814	3,706,113
position key `pos:13325` · issuer key `iss:1511` COM	TRIM	+$23.2M	−20,325	$114M	$137M	270,609	250,284
position key `pos:17461` · issuer key `iss:1157` COM	TRIM	−$5.9M	−756	$132M	$126M	2,609,526	2,608,770
position key `pos:12231` · issuer key `iss:551` COM	ADD	+$34.3M	+169,730	$91.3M	$126M	762,753	932,483
position key `pos:11527` · issuer key `iss:381` COM	TRIM	−$10.6M	−327,093	$133M	$122M	1,453,978	1,126,885
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$15.5M	−13,487	$107M	$122M	1,329,628	1,316,141
position key `pos:11411` · issuer key `iss:97` COM	TRIM	+$9.6M	−12,091	$108M	$118M	1,084,664	1,072,573
position key `pos:12559` · issuer key `iss:1454` COM	TRIM	−$43.9M	−641,728	$153M	$109M	1,719,774	1,078,046
position key `pos:11582` · issuer key `iss:1267` COM	ADD	+$16.3M	+162,657	$91.0M	$107M	571,628	734,285
position key `pos:16439` · issuer key `iss:520` COM	ADD	+$37.3M	+4,118	$66.5M	$104M	759,075	763,193
position key `pos:10423` · issuer key `iss:387` COM	ADD	+$84.2M	+1,070,000	$603K	$84.8M	8,191	1,078,191
position key `pos:15502` · issuer key `iss:616` COM	ADD	+$35.7M	+104,928	$48.4M	$84.1M	143,212	248,140
position key `pos:16597` · issuer key `iss:1339` COM	TRIM	−$6.1M	−340,592	$83.0M	$76.9M	1,944,201	1,603,609
position key `pos:12576` · issuer key `iss:622` COM	TRIM	+$7.1M	−72,218	$62.3M	$69.4M	1,161,975	1,089,757
position key `pos:15342` · issuer key `iss:1937` COM	ADD	+$25.4M	+185,456	$39.8M	$65.2M	377,501	562,957
position key `pos:11478` · issuer key `iss:1591` COM	TRIM	−$14.6M	−40,000	$70.1M	$55.5M	362,464	322,464
position key `pos:14787` · issuer key `iss:1180` COM	ADD	+$26.7M	+53,615	$27.2M	$53.9M	167,000	220,615
position key `pos:11577` · issuer key `iss:167` COM	ADD	+$47.9M	+391,904	$3.1M	$51.0M	23,336	415,240
position key `pos:15686` · issuer key `iss:478` COM	ADD	+$44.2M	+179,831	$4.8M	$49.0M	26,000	205,831
position key `pos:14077` · issuer key `iss:550` COM	TRIM	−$6.5M	−93,821	$53.9M	$47.3M	417,526	323,705
position key `pos:11461` · issuer key `iss:102` COM	NEW	+$45.2M	+344,722	$0	$45.2M	—	344,722
position key `pos:12021` · issuer key `iss:426` COM	ADD	−$5.6M	+37,418	$42.4M	$36.8M	174,500	211,918
position key `pos:16255` · issuer key `iss:1880` COM	NEW	+$35.1M	+2,320,000	$0	$35.1M	—	2,320,000
position key `pos:16546` · issuer key `iss:1276` COM	NEW	+$29.5M	+314,465	$0	$29.5M	—	314,465
position key `pos:17670` · issuer key `iss:1145` COM	ADD	+$21.8M	+21,315	$7.6M	$29.4M	20,500	41,815
position key `pos:16848` · issuer key `iss:538` COM	TRIM	−$5.7M	−39,209	$29.0M	$23.4M	326,798	287,589
position key `pos:10554` · issuer key `iss:1747` COM	TRIM	−$8.1M	−43,668	$30.6M	$22.5M	150,637	106,969
position key `pos:11063` · issuer key `iss:1009` COM	ADD	+$17.3M	+159,649	$4.5M	$21.8M	53,900	213,549
position key `pos:16336` · issuer key `iss:36` COM	ADD	−$1.5M	+926,179	$21.7M	$20.2M	2,149,991	3,076,170
position key `pos:16193` · issuer key `iss:1909` COM	TRIM	+$4.8M	−10,000	$13.4M	$18.3M	82,880	72,880
position key `pos:15193` · issuer key `iss:1500` COM	TRIM	−$27.8M	−347,888	$45.2M	$17.4M	562,991	215,103
position key `pos:11472` · issuer key `iss:581` COM	TRIM	+$2.4M	−281	$14.6M	$16.9M	94,303	94,022
position key `pos:14191` · issuer key `iss:1855` COM	TRIM	−$2.2M	−13,003	$18.5M	$16.3M	80,163	67,160
position key `pos:10426` · issuer key `iss:1352` COM	ADD	+$12.9M	+65,000	$659K	$13.5M	4,200	69,200
position key `pos:16381` · issuer key `iss:1870` COM	TRIM	−$351K	−26,725	$13.3M	$13.0M	275,000	248,275
position key `pos:16755` · issuer key `iss:1608` COM	NEW	+$12.0M	+400,000	$0	$12.0M	—	400,000
position key `sid:sec:prov:f628d442eb402b98a0887c69515d3462` · issuer key `cusip6:87507T` COM	ADD	+$5.8M	+70,000	$2.7M	$8.5M	100,000	170,000
position key `pos:11205` · issuer key `iss:255` COM	TRIM	−$428K	−25	$8.9M	$8.5M	17,751	17,726
position key `pos:10822` · issuer key `iss:438` COM	NEW	+$6.8M	+24,000	$0	$6.8M	—	24,000
position key `pos:13619` · issuer key `iss:2145` COM	TRIM	+$517K	−330	$6.0M	$6.5M	49,996	49,666
position key `pos:10194` · issuer key `iss:1593` COM	NEW	+$5.9M	+100,000	$0	$5.9M	—	100,000
position key `sid:sec:prov:b37562b258aa88896ac6ca8d43f10e18` · issuer key `cusip6:53681J` COM	ADD	+$364K	+200,000	$4.5M	$4.9M	1,040,000	1,240,000
position key `sid:sec:prov:89808e5e9b2717aa91bef466fb624798` · issuer key `cusip6:756158` CEF	ADD	+$274K	+1,236	$3.0M	$3.3M	83,326	84,562
position key `pos:16984` · issuer key `iss:187` COM	TRIM	+$282K	−18	$2.8M	$3.1M	16,678	16,660
position key `pos:13177` · issuer key `cusip6:165303` COM	TRIM	−$1.2M	−10,000	$3.7M	$2.5M	30,000	20,000
position key `pos:14952` · issuer key `iss:731` COM	NEW	+$2.5M	+8,589	$0	$2.5M	—	8,589
position key `pos:13073` · issuer key `iss:1394` COM	TRIM	−$143M	−2,436,475	$146M	$2.4M	2,477,663	41,188
position key `pos:13738` · issuer key `iss:1698` COM	ADD	+$241K	+119	$2.1M	$2.4M	24,648	24,767
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$16.4K	−5,110	$2.2M	$2.2M	17,910	12,800
position key `pos:12681` · issuer key `iss:2154` COM	TRIM	+$300K	−3	$1.9M	$2.2M	4,352	4,349
position key `pos:18125` · issuer key `iss:1092` COM	TRIM	−$1.4M	−11,000	$3.2M	$1.8M	25,000	14,000
position key `cusip:251566105` · issuer key `cusip6:251566` COM	ADD	+$184K	+540	$1.2M	$1.4M	37,859	38,399
position key `pos:15690` · issuer key `iss:610` COM	ADD	+$127K	+113	$957K	$1.1M	8,164	8,277
position key `pos:13079` · issuer key `iss:1364` COM	TRIM	−$32.9M	−449,930	$33.9M	$1.1M	461,740	11,810
position key `pos:12600` · issuer key `iss:694` COM	ADD	+$107K	+163	$719K	$826K	9,924	10,087
position key `pos:17111` · issuer key `iss:1299` COM	ADD	+$138K	+195	$665K	$803K	14,420	14,615
position key `pos:15119` · issuer key `iss:489` COM	TRIM	−$19.9M	−663,900	$20.6M	$752K	690,100	26,200
position key `pos:11717` · issuer key `iss:440` COM	TRIM	−$673K	−5,651	$1.4M	$717K	9,115	3,464
position key `pos:17655` · issuer key `iss:474` COM	TRIM	−$5.1M	−231,000	$5.6M	$529K	259,098	28,098
position key `pos:10935` · issuer key `iss:1902` COM	NEW	+$234K	+4,665	$0	$234K	—	4,665
pos:10574	EXIT‡e	−$1.1M	−12,500	$1.1M	$0	12,500	—
pos:12525	EXIT‡e	−$37.8M	−131,000	$37.8M	$0	131,000	—
pos:14479	EXIT‡e	−$5.1M	−24,500	$5.1M	$0	24,500	—
pos:5807	EXIT‡e	−$25.0M	−314,465	$25.0M	$0	314,465	—
sid:sec:prov:d1569a985a5a871d0c5f6337361dede5	EXIT‡e	−$22.4M	−587,933	$22.4M	$0	587,933	—

Flags: no row carries a flag.

1–20 of the 79 changes on this page

Mark-to-market only (no share change) · 16

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13340` · issuer key `iss:666` LP	NO CHANGE	+$20.2M	$112M	$132M	3,493,940	3,493,940
position key `pos:14097` · issuer key `iss:1158` LP	NO CHANGE	+$2.5M	$35.8M	$38.3M	670,500	670,500
position key `cusip:984111777` · issuer key `cusip6:984111` PFD	NO CHANGE	$0	$27.5M	$27.5M	1,891,802	1,891,802
position key `pos:11491` · issuer key `iss:2198` COM	NO CHANGE	+$240K	$25.2M	$25.4M	2,400,000	2,400,000
position key `pos:14039` · issuer key `iss:112` COM	NO CHANGE	−$293K	$17.2M	$16.9M	98,037	98,037
position key `sid:sec:prov:49742cb02fd6ccf1ff08481bf072a881` · issuer key `cusip6:940923` COM	NO CHANGE	+$3.1M	$9.0M	$12.1M	450,000	450,000
position key `pos:12151` · issuer key `iss:1391` COM	NO CHANGE	+$149K	$1.6M	$1.7M	99,104	99,104
position key `pos:13215` · issuer key `iss:144` COM	NO CHANGE	−$86.7K	$1.3M	$1.2M	4,800	4,800
position key `pos:16195` · issuer key `iss:1493` COM	NO CHANGE	+$33.2K	$939K	$972K	7,356	7,356
position key `pos:12693` · issuer key `iss:114` COM	NO CHANGE	+$34.4K	$802K	$836K	6,145	6,145
position key `pos:15198` · issuer key `iss:1445` COM	NO CHANGE	+$24.7K	$802K	$827K	5,000	5,000
position key `pos:13599` · issuer key `iss:1035` COM	NO CHANGE	+$123K	$678K	$801K	3,278	3,278
position key `pos:15267` · issuer key `iss:1395` COM	NO CHANGE	+$22.1K	$512K	$534K	5,000	5,000
position key `pos:15015` · issuer key `iss:92` COM	NO CHANGE	+$66.6K	$461K	$528K	8,000	8,000
position key `pos:15817` · issuer key `iss:702` COM	NO CHANGE	+$43.4K	$348K	$392K	7,990	7,990
position key `pos:10665` · issuer key `iss:222` COM	NO CHANGE	+$77.6K	$228K	$305K	5,000	5,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–90 of 90 issuers · $6.0B disclosed value over 109 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TALEN ENERGY CORP

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for TALEN ENERGY CORP, as it reported them
TALEN ENERGY CORP · COM CUSIP — src ↗	$337M	1,055,499
TALEN ENERGY CORP · COM CUSIP — src ↗	$145M	455,198

$482M

1,510,697

8.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONSTELLATION ENERGY CORP

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for CONSTELLATION ENERGY CORP, as it reported them
CONSTELLATION ENERGY CORP · COM CUSIP — src ↗	$186M	665,166
CONSTELLATION ENERGY CORP · COM CUSIP — src ↗	$150M	538,347

$336M

1,203,513

5.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISTRA CORP.

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for VISTRA CORP., as it reported them
VISTRA CORP. · COM CUSIP — src ↗	$167M	1,108,327
VISTRA CORP. · COM CUSIP — src ↗	$148M	986,220

$315M

2,094,547

5.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENTERPOINT ENERGY INC

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for CENTERPOINT ENERGY INC, as it reported them
CENTERPOINT ENERGY INC · COM CUSIP — src ↗	$203M	4,699,543
CENTERPOINT ENERGY INC · COM CUSIP — src ↗	$99.4M	2,303,577

$302M

7,003,120

5.0%

—

XCEL ENERGY INC COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for XCEL ENERGY INC COM, as it reported them
XCEL ENERGY INC COM · COM CUSIP — src ↗	$177M	2,234,152
XCEL ENERGY INC COM · COM CUSIP — src ↗	$104M	1,314,757

ticker not yet mapped

$282M

3,548,909

4.7%

—

IDACORP INC COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for IDACORP INC COM, as it reported them
IDACORP INC COM · COM CUSIP — src ↗	$194M	1,358,570
IDACORP INC COM · COM CUSIP — src ↗	$63.2M	441,908

ticker not yet mapped

$257M

1,800,478

4.3%

—

ENTERGY CORP NEW COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for ENTERGY CORP NEW COM, as it reported them
ENTERGY CORP NEW COM · COM CUSIP — src ↗	$176M	1,562,044
ENTERGY CORP NEW COM · COM CUSIP — src ↗	$76.5M	680,728

ticker not yet mapped

$252M

2,242,772

4.2%

—

ALLIANT ENERGY CORP COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for ALLIANT ENERGY CORP COM, as it reported them
ALLIANT ENERGY CORP COM · COM CUSIP — src ↗	$142M	1,982,324
ALLIANT ENERGY CORP COM · COM CUSIP — src ↗	$72.6M	1,011,102

ticker not yet mapped

$215M

2,993,426

3.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEMPRA

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for SEMPRA, as it reported them
SEMPRA · COM CUSIP — src ↗	$129M	1,332,078
SEMPRA · COM CUSIP — src ↗	$71.5M	735,941

$201M

2,068,019

3.3%

—

NISOURCE INC COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for NISOURCE INC COM, as it reported them
NISOURCE INC COM · COM CUSIP — src ↗	$142M	3,051,600
NISOURCE INC COM · COM CUSIP — src ↗	$49.5M	1,060,745

ticker not yet mapped

$192M

4,112,345

3.2%

—

EQUINIX INC COM NEW · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$170M

173,816

2.8%

—

CMS ENERGY CORP COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for CMS ENERGY CORP COM, as it reported them
CMS ENERGY CORP COM · COM CUSIP — src ↗	$111M	1,432,646
CMS ENERGY CORP COM · COM CUSIP — src ↗	$52.9M	681,608

ticker not yet mapped

$164M

2,114,254

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$153M

175,052

2.5%

—

WILLIAMS COS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$152M

2,089,760

2.5%

—

PPL CORP COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for PPL CORP COM, as it reported them
PPL CORP COM · COM CUSIP — src ↗	$79.2M	2,073,949
PPL CORP COM · COM CUSIP — src ↗	$62.3M	1,632,164

ticker not yet mapped

$142M

3,706,113

2.3%

—

QUANTA SVCS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$137M

250,284

2.3%

—

ENTERPRISE PRODUCTS PARTNERS L · LP CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$132M

3,493,940

2.2%

—

MP MATLS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$126M

2,608,770

2.1%

—

DT MIDSTREAM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$126M

932,483

2.1%

—

CAMECO CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$122M

1,126,885

2.0%

—

NEXTERA ENERGY INC COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for NEXTERA ENERGY INC COM, as it reported them
NEXTERA ENERGY INC COM · COM CUSIP — src ↗	$70.6M	760,021
NEXTERA ENERGY INC COM · COM CUSIP — src ↗	$51.7M	556,120

ticker not yet mapped

$122M

1,316,141

2.0%

—

AMEREN CORP COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for AMEREN CORP COM, as it reported them
AMEREN CORP COM · COM CUSIP — src ↗	$63.3M	575,905
AMEREN CORP COM · COM CUSIP — src ↗	$54.6M	496,668

ticker not yet mapped

$118M

1,072,573

2.0%

—

PINNACLE WEST CAP CORP COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for PINNACLE WEST CAP CORP COM, as it reported them
PINNACLE WEST CAP CORP COM · COM CUSIP — src ↗	$69.2M	687,201
PINNACLE WEST CAP CORP COM · COM CUSIP — src ↗	$39.4M	390,845

ticker not yet mapped

$109M

1,078,046

1.8%

—

NRG ENERGY INC COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for NRG ENERGY INC COM, as it reported them
NRG ENERGY INC COM · COM CUSIP — src ↗	$64.4M	440,972
NRG ENERGY INC COM · COM CUSIP — src ↗	$42.9M	293,313

ticker not yet mapped

$107M

734,285

1.8%

—

CORNING INC COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$104M

763,193

1.7%

—

CANADIAN PACIFIC KANSAS CITY L · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$84.8M

1,078,191

1.4%

—

DYCOM INDS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$84.1M

248,140

1.4%

—

OGE ENERGY CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$76.9M

1,603,609

1.3%

—

EQT CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$69.4M

1,089,757

1.2%

—

WEC ENERGY GROUP INC COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for WEC ENERGY GROUP INC COM, as it reported them
WEC ENERGY GROUP INC COM · COM CUSIP — src ↗	$33.9M	292,402
WEC ENERGY GROUP INC COM · COM CUSIP — src ↗	$31.3M	270,555

ticker not yet mapped

$65.2M

562,957

1.1%

—

SBA COMMUNICATIONS COR CL A · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$55.5M

322,464

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETROLEUM CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$53.9M

220,615

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$51.0M

415,240

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COHERENT CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$49.0M

205,831

0.8%

—

DTE ENERGY CO COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for DTE ENERGY CO COM, as it reported them
DTE ENERGY CO COM · COM CUSIP — src ↗	$38.0M	259,605
DTE ENERGY CO COM · COM CUSIP — src ↗	$9.4M	64,100

ticker not yet mapped

$47.3M

323,705

0.8%

—

AMERICAN ELEC PWR INC COM

1 position · 2 reported rows

Rows REAVES W H & CO INC reported for AMERICAN ELEC PWR INC COM, as it reported them
AMERICAN ELEC PWR INC COM · COM CUSIP — src ↗	$44.9M	342,237
AMERICAN ELEC PWR INC COM · COM CUSIP — src ↗	$326K	2,485

ticker not yet mapped

$45.2M

344,722

0.7%

—

MPLX LP COM UNIT REP LTD · LP CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$38.3M

670,500

0.6%

—

CENTRUS ENERGY CORP CL A · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$36.8M

211,918

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

USA RARE EARTH INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$35.1M

2,320,000

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NATIONAL FUEL GAS CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$29.5M

314,465

0.5%

—

LUMENTUM HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$29.4M

41,815

0.5%

—

X-ENERGY REACTOR CO. LLC SERIE · PFD CUSIP 984111777
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$27.5M

1,891,802

0.5%

—

RICE ACQUISITION CORPORATION 3 · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$25.4M

2,400,000

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWN CASTLE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$23.4M

287,589

0.4%

—

T-MOBILE US INC COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$22.5M

106,969

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IRON MTN INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$21.8M

213,549

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TIC SOLUTIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.2M

3,076,170

0.3%

—

VERTIV HOLDINGS CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$18.3M

72,880

0.3%

—

PUBLIC SVC ENTERPRISE GROUP IN · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$17.4M

215,103

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DIGITAL REALTY TR · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$16.9M

94,022

0.3%

—

AMERICAN TOWER REIT COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$16.9M

98,037

0.3%

—

UNION PAC CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$16.3M

67,160

0.3%

—

OLD DOMINION FREIGHT LINE · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$13.5M

69,200

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$13.0M

248,275

0.2%

—

WATERBRIDGE INFRASTRUCTURE LLC · COM CUSIP 940923105
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$12.1M

450,000

0.2%

—

SOLV ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$12.0M

400,000

0.2%

—

TAMBORAN RESOURCES CORP · COM CUSIP 87507T101
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$8.5M

170,000

0.1%

—

BERKSHIRE HATHAWAY INC CLASS B · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$8.5M

17,726

0.1%

—

CHENIERE ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$6.8M

24,000

0.1%

—

JOHNSON CTLS INTL PLC SHS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$6.5M

49,666

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

H2O AMERICA · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.9M

100,000

0.1%

—

LITHIUM AMERICAS CORP · COM CUSIP 53681J103
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$4.9M

1,240,000

0.1%

—

REAVES UTIL INCOME FD COM SH B · CEF CUSIP 756158101
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$3.3M

84,562

0.1%

—

ATMOS ENERGY CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$3.1M

16,660

0.1%

—

CHESAPEAKE UTILS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$2.5M

20,000

0.0%

—

F5 NETWORKS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$2.5M

8,589

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TXNM ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.4M

41,188

0.0%

—

SOUTHERN CO COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$2.4M

24,767

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.2M

12,800

0.0%

—

LINDE PLC SH · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$2.2M

4,349

0.0%

—

LAMAR ADVERTISING CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$1.8M

14,000

0.0%

—

PG&E CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$1.7M

99,104

0.0%

—

DEUTSCHE TELEKOM AG · COM CUSIP 251566105
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$1.4M

38,399

0.0%

—

APPLE INC COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$1.2M

4,800

0.0%

—

DUKE ENERGY CORP NEW COM NEW · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$1.1M

8,277

0.0%

—

ONEOK INC NEW COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$1.1M

11,810

0.0%

—

PROLOGIS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$972K

7,356

0.0%

—

AMERICAN WATER WORKS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$836K

6,145

0.0%

—

PHILLIP MORRIS INTERNATIONAL · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$827K

5,000

0.0%

—

EVERGY INC COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$826K

10,087

0.0%

—

NEW JERSEY RES COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$803K

14,615

0.0%

—

JOHNSON & JOHNSON COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$801K

3,278

0.0%

—

COMCAST CORP CLASS A · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$752K

26,200

0.0%

—

CHEVRON CORPORATION COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$717K

3,464

0.0%

—

PPG INDS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$534K

5,000

0.0%

—

COGENT COMMUNICATIONS HLDGS CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$529K

28,098

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC. · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$528K

8,000

0.0%

—

EXELON CORP COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$392K

7,990

0.0%

—

BAKER HUGHES CO CL A · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$305K

5,000

0.0%

—

VERIZON COMMUNICATIONS COM · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$234K

4,665

0.0%

1–20 of 90 issuers

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 80.0%below median 80.0%
Concentration index: 328 bpsbelow median 446 bps
Positions with value: 109 / 109median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 80.0% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 328 · QoQ moves: 95

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open REAVES W H & CO INC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).