REAVES W H & CO INC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$3.9T
Holdings
79
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TLNTALEN ENERGY CORP | 1,213,007 | $242.2B | 6.16% | |
| 2 | ETRENTERGY CORP NEW COM | 2,326,855 | $198.9B | 5.06% | |
| 3 | VSTVISTRA CORP. | 1,484,344 | $174.3B | 4.44% | |
| 4 | NINISOURCE INC COM | 4,153,470 | $166.5B | 4.24% | |
| 5 | XELXCEL ENERGY INC COM | 2,300,559 | $162.9B | 4.14% | |
| 6 | TXNMTXNM ENERGY INC | 3,023,146 | $161.7B | 4.11% | |
| 7 | CNPCENTERPOINT ENERGY INC | 4,385,632 | $158.9B | 4.04% | |
| 8 | PPLPPL CORP COM | 4,139,985 | $149.5B | 3.80% | |
| 9 | CEGCONSTELLATION ENERGY CORP | 724,061 | $146.0B | 3.72% | |
| 10 | IDAIDACORP INC COM | 1,247,925 | $145.0B | 3.69% | |
| 11 | PNWPINNACLE WEST CAP CORP COM | 1,509,511 | $143.8B | 3.66% | |
| 12 | SRESEMPRA | 1,894,657 | $135.2B | 3.44% | |
| 13 | EQIXEQUINIX INC COM NEW | 157,654 | $128.5B | 3.27% | |
| 14 | EPDENTERPRISE PRODUCTS PARTNERS L | 3,593,940 | $122.7B | 3.12% | |
| 15 | PEGPUBLIC SVC ENTERPRISE GROUP IN | 1,312,292 | $108.0B | 2.75% | |
| 16 | ATOATMOS ENERGY CORP COM | 658,135 | $101.7B | 2.59% | |
| 17 | SBACSBA COMMUNICATIONS COR CL A | 407,152 | $89.6B | 2.28% | |
| 18 | DTEDTE ENERGY CO COM | 599,845 | $82.9B | 2.11% | |
| 19 | CMCSACOMCAST CORP CLASS A | 1,992,699 | $73.5B | 1.87% | |
| 20 | DTMDT MIDSTREAM INC | 755,533 | $72.9B | 1.86% | |
| 21 | PWRQUANTA SVCS INC COM | 281,585 | $71.6B | 1.82% | |
| 22 | NEENEXTERA ENERGY INC COM | 1,009,024 | $71.5B | 1.82% | |
| 23 | UNPUNION PAC CORP COM | 302,342 | $71.4B | 1.82% | |
| 24 | CCOCAMECO CORP COM | 1,602,703 | $66.0B | 1.68% | |
| 25 | TMUST-MOBILE US INC COM | 213,949 | $57.1B | 1.45% | |
| 26 | OGEOGE ENERGY CORP COM | 1,219,631 | $56.1B | 1.43% | |
| 27 | PCGPG&E CORP COM | 3,238,421 | $55.6B | 1.42% | |
| 28 | NSCNORFOLK SOUTHERN CORP COM | 219,300 | $51.9B | 1.32% | |
| 29 | CHTRCHARTER COMMUNICATIONS INC | 139,153 | $51.3B | 1.31% | |
| 30 | OGM1COGENT COMMUNICATIONS HLDGS CO | 808,061 | $49.5B | 1.26% | |
| 31 | EIXEDISON INTL COM | 775,822 | $45.7B | 1.16% | |
| 32 | AMTAMERICAN TOWER REIT COM | 193,037 | $42.0B | 1.07% | |
| 33 | LNTALLIANT ENERGY CORP COM | 652,044 | $42.0B | 1.07% | |
| 34 | XOMEXXON MOBIL CORP | 346,890 | $41.3B | 1.05% | |
| 35 | WMBWILLIAMS COS INC COM | 673,122 | $40.2B | 1.02% | |
| 36 | AWCAMERICAN WATER WORKS | 252,764 | $37.3B | 0.95% | |
| 37 | OKEONEOK INC NEW COM | 346,239 | $34.4B | 0.87% | |
| 38 | AEPAMERICAN ELEC PWR INC COM | 275,730 | $30.1B | 0.77% | |
| 39 | CMSCMS ENERGY CORP COM | 361,378 | $27.1B | 0.69% | |
| 40 | FYBRFRONTIER COMMUNICATIONS PARENT | 708,872 | $25.4B | 0.65% | |
| 41 | VRTVERTIV HOLDINGS CO | 314,795 | $22.7B | 0.58% | |
| 42 | MPCMARATHON PETROLEUM CORP | 150,000 | $21.9B | 0.56% | |
| 43 | DYDYCOM INDS INC COM | 141,108 | $21.5B | 0.55% | |
| 44 | LEUCENTRUS ENERGY CORP CL A | 228,696 | $14.2B | 0.36% | |
| 45 | BACVERIZON COMMUNICATIONS COM | 284,665 | $12.9B | 0.33% | |
| 46 | LINLINDE PLC SH | 21,081 | $9.8B | 0.25% | |
| 47 | BRK/BBERKSHIRE HATHAWAY INC CLASS B | 18,328 | $9.8B | 0.25% | |
| 48 | TAT & T INC. (NEW) | 293,768 | $8.3B | 0.21% | |
| 49 | ODFLOLD DOMINION FREIGHT LINE | 40,770 | $6.7B | 0.17% | |
| 50 | NRANRG ENERGY INC COM | 67,233 | $6.4B | 0.16% | |
| 51 | GEVGE VERNOVA INC | 20,000 | $6.1B | 0.16% | |
| 52 | EQTEQT CORP COM | 112,618 | $6.0B | 0.15% | |
| 53 | MPLXMPLX LP COM UNIT REP LTD | 110,000 | $5.9B | 0.15% | |
| 54 | FQIDIGITAL REALTY TR | 40,590 | $5.8B | 0.15% | |
| 55 | JCIJOHNSON CTLS INTL PLC SHS | 49,983 | $4.0B | 0.10% | |
| 56 | CPKCHESAPEAKE UTILS CORP | 30,000 | $3.9B | 0.10% | |
| 57 | SOSOUTHERN CO COM | 34,398 | $3.2B | 0.08% | |
| 58 | CNRCANADIAN NATL RY CO COM | 29,723 | $2.9B | 0.07% | |
| 59 | LAMRLAMAR ADVERTISING CO | 25,000 | $2.8B | 0.07% | |
| 60 | UTGREAVES UTIL INCOME FD COM SH B | 87,192 | $2.8B | 0.07% | |
| 61 | NJRNEW JERSEY RES COM | 47,086 | $2.3B | 0.06% | |
| 62 | CVXCHEVRON CORPORATION COM | 11,170 | $1.9B | 0.05% | |
| 63 | GOOGLALPHABET INC. CLASS A | 11,910 | $1.8B | 0.05% | |
| 64 | DTEGYDEUTSCHE TELEKOM AG | 38,504 | $1.4B | 0.04% | |
| 65 | EIX V0 PERP JSCE TRUST IV 5.375 PFD | 63,125 | $1.4B | 0.04% | |
| 66 | NWNNORTHWEST NATURAL HOLDING CO | 25,944 | $1.1B | 0.03% | |
| 67 | AAPLAPPLE INC COM | 4,800 | $1.1B | 0.03% | |
| 68 | GOOGALPHABET INC | 6,630 | $1.0B | 0.03% | |
| 69 | DUKDUKE ENERGY CORP NEW COM NEW | 8,304 | $1.0B | 0.03% | |
| 70 | MDUMDU RESOURCES GROUP INC | 50,000 | $845.5M | 0.02% | |
| 71 | PLDPROLOGIS INC COM | 7,356 | $822.3M | 0.02% | |
| 72 | PEOEXELON CORP COM | 17,840 | $822.1M | 0.02% | |
| 73 | 4I1PHILLIP MORRIS INTERNATIONAL | 5,000 | $793.6M | 0.02% | |
| 74 | CPCANADIAN PACIFIC KANSAS CITY L | 9,344 | $656.0M | 0.02% | |
| 75 | PPGPPG INDS INC COM | 5,000 | $546.8M | 0.01% | |
| 76 | JNJJOHNSON & JOHNSON COM | 3,280 | $544.0M | 0.01% | |
| 77 | ADUNITED STATES CELLULAR COM | 7,500 | $518.6M | 0.01% | |
| 78 | MOALTRIA GROUP INC. | 8,000 | $480.2M | 0.01% | |
| 79 | ECGEVERUS CONSTRUCTION GROUP INC | 12,500 | $463.6M | 0.01% |