REAVES W H & CO INC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$4.5T
Holdings
77
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (77 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TLNTALEN ENERGY CORP | 1,252,490 | $364.2B | 8.07% | |
| 2 | VSTVISTRA CORP. | 1,568,259 | $303.9B | 6.74% | |
| 3 | CEGCONSTELLATION ENERGY CORP | 823,328 | $265.7B | 5.89% | |
| 4 | CNPCENTERPOINT ENERGY INC | 6,257,356 | $229.9B | 5.10% | |
| 5 | IDAIDACORP INC COM | 1,566,844 | $180.9B | 4.01% | |
| 6 | XELXCEL ENERGY INC COM | 2,516,325 | $171.4B | 3.80% | |
| 7 | ETRENTERGY CORP NEW COM | 1,977,778 | $164.4B | 3.64% | |
| 8 | NINISOURCE INC COM | 3,721,899 | $150.1B | 3.33% | |
| 9 | TXNMTXNM ENERGY INC | 2,571,680 | $144.8B | 3.21% | |
| 10 | PEGPUBLIC SVC ENTERPRISE GROUP IN | 1,583,744 | $133.3B | 2.96% | |
| 11 | PNWPINNACLE WEST CAP CORP COM | 1,487,921 | $133.1B | 2.95% | |
| 12 | CMSCMS ENERGY CORP COM | 1,872,542 | $129.7B | 2.88% | |
| 13 | PPLPPL CORP COM | 3,820,760 | $129.5B | 2.87% | |
| 14 | EQIXEQUINIX INC COM NEW | 158,766 | $126.3B | 2.80% | |
| 15 | SRESEMPRA | 1,542,749 | $116.9B | 2.59% | |
| 16 | CCOCAMECO CORP COM | 1,556,452 | $115.5B | 2.56% | |
| 17 | EPDENTERPRISE PRODUCTS PARTNERS L | 3,593,940 | $111.4B | 2.47% | |
| 18 | PWRQUANTA SVCS INC COM | 271,847 | $102.8B | 2.28% | |
| 19 | SBACSBA COMMUNICATIONS COR CL A | 432,648 | $101.6B | 2.25% | |
| 20 | CHTRCHARTER COMMUNICATIONS INC | 197,021 | $80.5B | 1.79% | |
| 21 | DTMDT MIDSTREAM INC | 698,447 | $76.8B | 1.70% | |
| 22 | DTEDTE ENERGY CO COM | 560,748 | $74.3B | 1.65% | |
| 23 | LNTALLIANT ENERGY CORP COM | 1,152,677 | $69.7B | 1.55% | |
| 24 | UNPUNION PAC CORP COM | 300,637 | $69.2B | 1.53% | |
| 25 | CMCSACOMCAST CORP CLASS A | 1,858,600 | $66.3B | 1.47% | |
| 26 | NEENEXTERA ENERGY INC COM | 894,026 | $62.1B | 1.38% | |
| 27 | NSCNORFOLK SOUTHERN CORP COM | 219,300 | $56.1B | 1.24% | |
| 28 | OGEOGE ENERGY CORP COM | 1,242,285 | $55.1B | 1.22% | |
| 29 | ATOATMOS ENERGY CORP COM | 313,020 | $48.2B | 1.07% | |
| 30 | OKEONEOK INC NEW COM | 584,398 | $47.7B | 1.06% | |
| 31 | WMBWILLIAMS COS INC COM | 747,772 | $47.0B | 1.04% | |
| 32 | VRTVERTIV HOLDINGS CO | 349,795 | $44.9B | 1.00% | |
| 33 | AEEAMEREN CORP COM | 453,820 | $43.6B | 0.97% | |
| 34 | AMTAMERICAN TOWER REIT COM | 193,037 | $42.7B | 0.95% | |
| 35 | OGM1COGENT COMMUNICATIONS HLDGS CO | 819,953 | $39.5B | 0.88% | |
| 36 | LEUCENTRUS ENERGY CORP CL A | 208,935 | $38.3B | 0.85% | |
| 37 | TMUST-MOBILE US INC COM | 154,297 | $36.8B | 0.81% | |
| 38 | MPLXMPLX LP COM UNIT REP LTD | 670,500 | $34.5B | 0.77% | |
| 39 | MPMP MATLS CORP | 965,000 | $32.1B | 0.71% | |
| 40 | PCGPG&E CORP COM | 2,179,421 | $30.4B | 0.67% | |
| 41 | DYDYCOM INDS INC COM | 121,665 | $29.7B | 0.66% | |
| 42 | FYBRFRONTIER COMMUNICATIONS PARENT | 707,564 | $25.8B | 0.57% | |
| 43 | MPCMARATHON PETROLEUM CORP | 150,000 | $24.9B | 0.55% | |
| 44 | AWCAMERICAN WATER WORKS | 156,145 | $21.7B | 0.48% | |
| 45 | NRANRG ENERGY INC COM | 132,597 | $21.3B | 0.47% | |
| 46 | EQTEQT CORP COM | 328,502 | $19.2B | 0.42% | |
| 47 | FQIDIGITAL REALTY TR | 74,740 | $13.0B | 0.29% | |
| 48 | ODFLOLD DOMINION FREIGHT LINE | 74,205 | $12.0B | 0.27% | |
| 49 | GEVGE VERNOVA INC | 20,000 | $10.6B | 0.23% | |
| 50 | LINLINDE PLC SH | 21,283 | $10.0B | 0.22% | |
| 51 | BRK/BBERKSHIRE HATHAWAY INC CLASS B | 18,328 | $8.9B | 0.20% | |
| 52 | JCIJOHNSON CTLS INTL PLC SHS | 50,532 | $5.3B | 0.12% | |
| 53 | TAT & T INC. (NEW) | 180,855 | $5.2B | 0.12% | |
| 54 | CPKCHESAPEAKE UTILS CORP | 30,000 | $3.6B | 0.08% | |
| 55 | UTGREAVES UTIL INCOME FD COM SH B | 88,623 | $3.2B | 0.07% | |
| 56 | CNRCANADIAN NATL RY CO COM | 29,208 | $3.0B | 0.07% | |
| 57 | LAMRLAMAR ADVERTISING CO | 25,000 | $3.0B | 0.07% | |
| 58 | SOSOUTHERN CO COM | 30,048 | $2.8B | 0.06% | |
| 59 | XOMEXXON MOBIL CORP | 17,910 | $1.9B | 0.04% | |
| 60 | CVXCHEVRON CORPORATION COM | 11,115 | $1.6B | 0.04% | |
| 61 | EIX V0 PERP JSCE TRUST IV 5.375 PFD | 63,125 | $1.4B | 0.03% | |
| 62 | DTEGYDEUTSCHE TELEKOM AG | 37,859 | $1.4B | 0.03% | |
| 63 | AAPLAPPLE INC COM | 4,800 | $984.8M | 0.02% | |
| 64 | DUKDUKE ENERGY CORP NEW COM NEW | 8,164 | $963.4M | 0.02% | |
| 65 | 4I1PHILLIP MORRIS INTERNATIONAL | 5,000 | $910.6M | 0.02% | |
| 66 | MDUMDU RESOURCES GROUP INC | 50,000 | $833.5M | 0.02% | |
| 67 | ECGEVERUS CONSTRUCTION GROUP INC | 12,500 | $794.1M | 0.02% | |
| 68 | PLDPROLOGIS INC COM | 7,356 | $773.3M | 0.02% | |
| 69 | CPCANADIAN PACIFIC KANSAS CITY L | 9,344 | $740.7M | 0.02% | |
| 70 | PEOEXELON CORP COM | 16,840 | $731.2M | 0.02% | |
| 71 | NJRNEW JERSEY RES COM | 15,020 | $673.2M | 0.01% | |
| 72 | PPGPPG INDS INC COM | 5,000 | $568.8M | 0.01% | |
| 73 | JNJJOHNSON & JOHNSON COM | 3,280 | $501.0M | 0.01% | |
| 74 | MOALTRIA GROUP INC. | 8,000 | $469.0M | 0.01% | |
| 75 | EIXEDISON INTL COM | 6,590 | $340.0M | 0.01% | |
| 76 | NWNNORTHWEST NATURAL HOLDING CO | 5,909 | $234.7M | 0.01% | |
| 77 | BACVERIZON COMMUNICATIONS COM | 4,665 | $201.9M | 0.00% |