REAVES W H & CO INC
CIK: 0000740913SEC EDGAR →
Portfolio Value
$5.7B
Holdings
87
As of
Q4 2025
New Positions
87
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TALEN ENERGY CORP | 1,521,697 | $570.4M | 9.98% |
| 2 | CONSTELLATION ENERGY CORP | 1,133,945 | $400.6M | 7.01% |
| 3 | VISTRA CORP. | 2,197,292 | $354.5M | 6.20% |
| 4 | CENTERPOINT ENERGY INC | 7,666,518 | $293.9M | 5.14% |
| 5 | XCEL ENERGY INC COM | 3,579,918 | $264.4M | 4.62% |
| 6 | IDACORP INC COM | 1,807,811 | $228.8M | 4.00% |
| 7 | NISOURCE INC COM | 5,424,733 | $226.5M | 3.96% |
| 8 | ENTERGY CORP NEW COM | 2,446,593 | $226.1M | 3.96% |
| 9 | ALLIANT ENERGY CORP COM | 3,057,253 | $198.8M | 3.48% |
| 10 | SEMPRA | 2,140,395 | $189.0M | 3.31% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (87)
$570.4M · 1.5M shares
$400.6M · 1.1M shares
$354.5M · 2.2M shares
$293.9M · 7.7M shares
$264.4M · 3.6M shares
$228.8M · 1.8M shares
$226.5M · 5.4M shares
$226.1M · 2.4M shares
$198.8M · 3.1M shares
$189.0M · 2.1M shares
$155.0M · 4.4M shares
$152.5M · 1.7M shares
$146.0M · 2.1M shares
$145.9M · 2.5M shares
$133.0M · 1.5M shares
$131.8M · 2.6M shares
$114.2M · 271K shares
$112.0M · 3.5M shares
$108.3M · 1.1M shares
$106.7M · 1.3M shares
$91.3M · 763K shares
$91.0M · 572K shares
$83.0M · 1.9M shares
$77.8M · 1.3M shares
$70.1M · 362K shares
$66.5M · 759K shares
$62.3M · 1.2M shares
$53.9M · 418K shares
$48.4M · 143K shares
$45.2M · 563K shares
$42.4M · 175K shares
$39.8M · 378K shares
$37.8M · 131K shares
$35.8M · 671K shares
$33.9M · 462K shares
$30.6M · 151K shares
$29.0M · 327K shares
X-ENERGY REACTOR CO. LLC SERIE
$27.5M · 1.9M shares
$27.2M · 167K shares
$25.2M · 2.4M shares
$25.0M · 314K shares
$22.4M · 588K shares
$21.7M · 2.1M shares
$20.6M · 690K shares
$18.5M · 80K shares
$17.2M · 98K shares
$14.6M · 94K shares
$13.4M · 83K shares
$13.3M · 275K shares
$9.0M · 450K shares
$7.6M · 21K shares
$6.0M · 50K shares
$5.6M · 259K shares
$5.1M · 25K shares
$4.8M · 26K shares
$4.5M · 1.0M shares
$4.5M · 54K shares
$3.7M · 30K shares
$3.2M · 25K shares
$3.1M · 23K shares
$3.0M · 83K shares
$2.8M · 17K shares
$2.7M · 100K shares
$2.2M · 18K shares
$2.1M · 25K shares
$1.9M · 4K shares
$1.6M · 99K shares
$1.4M · 9K shares
$1.3M · 5K shares
$1.2M · 38K shares
$1.1M · 13K shares
$956K · 8K shares
$939K · 7K shares
$802K · 5K shares
$801K · 6K shares
$719K · 10K shares
$678K · 3K shares
$665K · 14K shares
$658K · 4K shares
$603K · 8K shares
$512K · 5K shares
$461K · 8K shares
$348K · 8K shares
$227K · 5K shares
$129K · 169K shares
$48K · 73K shares
$9K · 18K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Utilities | 29 | $4.0B | 72.6% |
| Energy | 14 | $523.1M | 9.5% |
| Industrials | 10 | $262.4M | 4.7% |
| Unknown | 9 | $191.7M | 3.5% |
| Communication Services | 4 | $189.3M | 3.4% |
| Basic Materials | 4 | $138.7M | 2.5% |
| Real Estate | 6 | $96.0M | 1.7% |
| Technology | 8 | $87.8M | 1.6% |
| Financial Services | 1 | $25.2M | 0.5% |
| Healthcare | 1 | $678K | 0.0% |
| Consumer Defensive | 1 | $461K | 0.0% |