Holders — by stockHoldings — by fund
REAVES W H & CO INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 740913
$6.59B
disclosed book value
94
positions
8.6%
largest position share
Positions, as of 2026-06-30
top 94 of 94 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TLNTALEN ENERGY CORP | 1.5M | $567.4M | 8.6% |
| 2 | ETRENTERGY CORP NEW COM | 3.0M | $342.1M | 5.2% |
| 3 | VSTVISTRA CORP. | 2.1M | $328.5M | 5% |
| 4 | CEGCONSTELLATION ENERGY CORP | 1.3M | $325.5M | 4.9% |
| 5 | CNPCENTERPOINT ENERGY INC | 6.6M | $291.9M | 4.4% |
| 6 | XELXCEL ENERGY INC COM | 3.4M | $269.7M | 4.1% |
| 7 | IDAIDACORP INC COM | 1.8M | $267.8M | 4.1% |
| 8 | LNTALLIANT ENERGY CORP COM | 2.8M | $212.4M | 3.2% |
| 9 | GEVGE VERNOVA INC | 169,847 | $199.5M | 3% |
| 10 | NINISOURCE INC COM | 4.1M | $194.4M | 2.9% |
| 11 | GLWCORNING INC COM | 714,933 | $182.6M | 2.8% |
| 12 | EQIXEQUINIX INC COM NEW | 173,604 | $181.0M | 2.7% |
| 13 | PWRQUANTA SVCS INC COM | 246,303 | $177.3M | 2.7% |
| 14 | SRESEMPRA | 1.9M | $176.0M | 2.7% |
| 15 | DTMDT MIDSTREAM INC | 1.1M | $157.8M | 2.4% |
| 16 | WMBWILLIAMS COS INC COM | 2.1M | $157.2M | 2.4% |
| 17 | CMSCMS ENERGY CORP COM | 1.9M | $146.1M | 2.2% |
| 18 | MPMP MATLS CORP | 2.6M | $146.0M | 2.2% |
| 19 | AEPAMERICAN ELEC PWR INC COM | 994,697 | $136.1M | 2.1% |
| 20 | DYDYCOM INDS INC COM | 263,260 | $133.1M | 2% |
| 21 | EPDENTERPRISE PRODUCTS PARTNERS L | 3.5M | $128.4M | 1.9% |
| 22 | NEENEXTERA ENERGY INC COM | 1.4M | $126.3M | 1.9% |
| 23 | CCJCAMECO CORP COM | 1.1M | $114.6M | 1.7% |
| 24 | CPCANADIAN PACIFIC KANSAS CITY L | 1.3M | $108.5M | 1.6% |
| 25 | PNWPINNACLE WEST CAP CORP COM | 913,786 | $97.8M | 1.5% |
| 26 | WECWEC ENERGY GROUP INC COM | 822,305 | $96.0M | 1.5% |
| 27 | AEEAMEREN CORP COM | 846,298 | $95.7M | 1.5% |
| 28 | NRGNRG ENERGY INC COM | 640,357 | $93.5M | 1.4% |
| 29 | DTEDTE ENERGY CO COM | 581,441 | $88.6M | 1.3% |
| 30 | COHRCOHERENT CORP | 213,055 | $84.0M | 1.3% |
| 31 | OGEOGE ENERGY CORP COM | 1.5M | $73.7M | 1.1% |
| 32 | SBACSBA COMMUNICATIONS COR CL A | 322,464 | $56.9M | 0.9% |
| 33 | ANETARISTA NETWORKS INC | 312,537 | $53.1M | 0.8% |
| 34 | ITGITG INC. | 3.1M | $50.0M | 0.8% |
| 35 | EQTEQT CORP COM | 939,843 | $50.0M | 0.8% |
| 36 | LNGCHENIERE ENERGY INC | 183,209 | $43.8M | 0.7% |
| 37 | USARUSA RARE EARTH INC | 2.0M | $43.2M | 0.7% |
| 38 | LEUCENTRUS ENERGY CORP CL A | 226,429 | $38.0M | 0.6% |
| 39 | MPLXMPLX LP COM UNIT REP LTD | 670,500 | $37.8M | 0.6% |
| 40 | AMTAMERICAN TOWER REIT COM | 211,538 | $34.6M | 0.5% |
| 41 | LITELUMENTUM HOLDINGS INC | 39,906 | $34.2M | 0.5% |
| 42 | X-ENERGY, INC RESTRICTED SHARE | 1.9M | $31.3M | 0.5% |
| 43 | DLRDIGITAL REALTY TR | 167,437 | $30.1M | 0.5% |
| 44 | TMUST-MOBILE US INC COM | 174,266 | $29.2M | 0.4% |
| 45 | ODFLOLD DOMINION FREIGHT LINE | 128,200 | $27.8M | 0.4% |
| 46 | IRMIRON MTN INC NEW | 212,533 | $26.8M | 0.4% |
| 47 | RICE ACQUISITION CORPORATION 3 | 2.4M | $25.7M | 0.4% |
| 48 | TICTIC SOLUTIONS INC | 3.1M | $25.4M | 0.4% |
| 49 | NFGNATIONAL FUEL GAS CO | 314,465 | $24.3M | 0.4% |
| 50 | DDOMINION ENERGY INC. | 300,000 | $20.5M | 0.3% |
| 51 | TBNTAMBORAN RESOURCES CORP | 615,001 | $20.0M | 0.3% |
| 52 | VRTVERTIV HOLDINGS CO | 51,434 | $17.2M | 0.3% |
| 53 | MPCMARATHON PETROLEUM CORP | 56,500 | $14.4M | 0.2% |
| 54 | FRVOFERVO ENERGY CO CL A | 450,000 | $13.2M | 0.2% |
| 55 | SHARONAI HOLDINGS INC - Restri | 181,871 | $12.5M | 0.2% |
| 56 | FPSFORGENT POWER SOLUTIONS INC | 200,000 | $11.2M | 0.2% |
| 57 | UTLUNITIL CORP | 206,918 | $10.9M | 0.2% |
| 58 | JOHNSON CTLS INTL PLC SHS | 63,360 | $9.3M | 0.1% |
| 59 | BRK/BBERKSHIRE HATHAWAY INC CLASS B | 17,591 | $8.8M | 0.1% |
| 60 | YORWTHE YORK WATER COMPANY | 275,000 | $8.4M | 0.1% |
| 61 | ALBALBEMARLE CORP COM | 50,000 | $6.8M | 0.1% |
| 62 | EROCEROCK INC | 435,000 | $6.3M | 0.1% |
| 63 | HTOH2O AMERICA | 100,000 | $6.1M | 0.1% |
| 64 | WBIWATERBRIDGE INFRASTRUCTURE LLC | 170,000 | $5.8M | 0.1% |
| 65 | XEX-ENERGY, INC | 300,000 | $5.5M | 0.1% |
| 66 | CMCSACOMCAST CORP CLASS A | 195,002 | $4.8M | 0.1% |
| 67 | LACLITHIUM AMERICAS CORP | 1.2M | $4.8M | 0.1% |
| 68 | UNPUNION PAC CORP COM | 17,060 | $4.6M | 0.1% |
| 69 | FFIVF5 NETWORKS INC COM | 10,669 | $4.4M | 0.1% |
| 70 | UTGREAVES UTIL INCOME FD COM SH B | 85,747 | $3.5M | 0.1% |
| 71 | PEGPUBLIC SVC ENTERPRISE GROUP IN | 39,619 | $3.2M | 0% |
| 72 | ATOATMOS ENERGY CORP COM | 15,795 | $2.7M | 0% |
| 73 | MWHSOLV ENERGY INC | 75,000 | $2.6M | 0% |
| 74 | CPKCHESAPEAKE UTILS CORP | 20,000 | $2.4M | 0% |
| 75 | SOSOUTHERN CO COM | 23,267 | $2.2M | 0% |
| 76 | LAMRLAMAR ADVERTISING CO | 14,000 | $2.2M | 0% |
| 77 | EXMOCEXXON MOBIL CORP | 12,800 | $1.8M | 0% |
| 78 | AAPLAPPLE INC COM | 4,800 | $1.4M | 0% |
| 79 | DUKDUKE ENERGY CORP NEW COM NEW | 8,264 | $1.0M | 0% |
| 80 | DTEGYDEUTSCHE TELEKOM AG | 38,342 | $1.0M | 0% |
| 81 | OKEONEOK INC NEW COM | 11,563 | $1.0M | 0% |
| 82 | PLDPROLOGIS INC COM | 7,356 | $996,517 | 0% |
| 83 | PCGPG&E CORP COM | 55,378 | $931,458 | 0% |
| 84 | PMPHILLIP MORRIS INTERNATIONAL | 5,000 | $904,550 | 0% |
| 85 | EVRGEVERGY INC COM | 10,078 | $871,042 | 0% |
| 86 | JNJJOHNSON & JOHNSON COM | 3,278 | $832,514 | 0% |
| 87 | NJRNEW JERSEY RES COM | 14,603 | $818,352 | 0% |
| 88 | AWKAMERICAN WATER WORKS | 5,845 | $769,085 | 0% |
| 89 | PPGPPG INDS INC COM | 5,000 | $606,450 | 0% |
| 90 | MOALTRIA GROUP INC. | 8,000 | $575,600 | 0% |
| 91 | CVXCHEVRON CORPORATION COM | 3,416 | $566,236 | 0% |
| 92 | BKHBLACK HILLS CORP COM | 6,744 | $501,754 | 0% |
| 93 | SRSPIRE INC | 5,594 | $436,835 | 0% |
| 94 | BKRBAKER HUGHES CO CL A | 5,000 | $277,500 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.