Reaves W H & Co Inc Top Holdings and 13F Report (2026) About Reaves W H & Co IncInvestment ActivityReaves W H & Co Inc has $6.03 billion in total holdings as of March 31, 2026.Reaves W H & Co Inc owns shares of 90 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 11.01% of the portfolio was purchased this quarter.About 11.29% of the portfolio was sold this quarter.This quarter, Reaves W H & Co Inc has purchased 87 new stocks and bought additional shares in 27 stocks.Reaves W H & Co Inc sold shares of 39 stocks and completely divested from 5 stocks this quarter.Largest Holdings TALEN ENERGY CORP $482,259,804Constellation Energy $336,081,008Vistra $314,873,251CenterPoint Energy $302,254,659Xcel Energy $281,925,331 Largest New Holdings this Quarter 025537101 - American Electric Power $45,186,160 Holding91733P107 - USA RARE EARTH INC $35,113,200 Holding636180101 - National Fuel Gas $29,547,131 Holding78475V103 - SOLV ENERGY INC $12,012,000 Holding16411R208 - CHENIERE ENERGY INC $6,810,240 Holding Largest Purchases this Quarter GE VERNOVA INC 101,649 shares (about $88.73M)Canadian Pacific Kansas City 1,070,000 shares (about $84.17M)Williams Companies 795,343 shares (about $57.89M)ARISTA NETWORKS INC 391,904 shares (about $48.12M)American Electric Power 344,722 shares (about $45.19M) Largest Sales this Quarter TXNM ENERGY INC 2,436,475 shares (about $142.44M)Pinnacle West Capital 641,728 shares (about $64.65M)NiSource 1,312,388 shares (about $61.24M)ONEOK 449,930 shares (about $40.67M)Cameco 327,093 shares (about $35.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofReaves W H & Co Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTALEN ENERGY CORP$482,259,804$3,511,530 ▼-0.7%1,510,6978.0%COMCEGConstellation Energy$336,081,008$19,426,864 ▲6.1%1,203,5135.6%EnergyVSTVistra$314,873,251$15,445,656 ▼-4.7%2,094,5475.2%UtilitiesCNPCenterPoint Energy$302,254,659$28,632,258 ▼-8.7%7,003,1205.0%UtilitiesXELXcel Energy$281,925,331$2,463,355 ▼-0.9%3,548,9094.7%UtilitiesIDAIDACORP$257,414,340$1,048,399 ▼-0.4%1,800,4784.3%UtilitiesETREntergy$251,997,862$22,901,328 ▼-8.3%2,242,7724.2%UtilitiesLNTAlliant Energy$214,808,250$4,580,226 ▼-2.1%2,993,4263.6%UtilitiesSRESempra Energy$200,949,406$7,032,776 ▼-3.4%2,068,0193.3%UtilitiesNINiSource$191,882,018$61,236,024 ▼-24.2%4,112,3453.2%UtilitiesEQIXEquinix$170,381,396$4,752,204 ▲2.9%173,8162.8%FinanceCMSCMS Energy$164,023,826$2,092,410 ▲1.3%2,114,2542.7%UtilitiesGE VERNOVA INC$152,802,891$88,729,412 ▲138.5%175,0522.5%COMWMBWilliams Companies$152,092,733$57,885,064 ▲61.4%2,089,7602.5%EnergyPPLPPL$141,573,517$27,454,378 ▼-16.2%3,706,1132.3%UtilitiesPWRQuanta Services$137,410,922$11,158,832 ▼-7.5%250,2842.3%ConstructionEPDEnterprise Products Partners$132,210,6900.0%3,493,9402.2%EnergyMPMP Materials$125,899,240$36,485 ▼0.0%2,608,7702.1%Basic MaterialsDTMDT Midstream$125,577,486$22,857,539 ▲22.3%932,4832.1%EnergyCCJCameco$122,390,980$35,525,571 ▼-22.5%1,126,8852.0%Basic MaterialsNEENextEra Energy$122,243,145$1,252,672 ▼-1.0%1,316,1412.0%UtilitiesAEEAmeren$117,897,225$1,329,043 ▼-1.1%1,072,5732.0%UtilitiesPNWPinnacle West Capital$108,613,135$64,654,096 ▼-37.3%1,078,0461.8%UtilitiesNRGNRG Energy$107,308,410$23,770,694 ▲28.5%734,2851.8%UtilitiesGLWCorning$103,771,352$559,924 ▲0.5%763,1931.7%Computer and TechnologyCPCanadian Pacific Kansas City$84,810,504$84,166,200 ▲13,063.1%1,078,1911.4%TransportationDYDycom Industries$84,074,795$35,551,705 ▲73.3%248,1401.4%ConstructionOGEOGE Energy$76,909,088$16,334,792 ▼-17.5%1,603,6091.3%UtilitiesEQTEQT$69,352,135$4,595,953 ▼-6.2%1,089,7571.2%EnergyWECWEC Energy Group$65,173,532$21,470,241 ▲49.1%562,9571.1%UtilitiesSBACSBA Communications$55,499,279$6,884,400 ▼-11.0%322,4640.9%FinanceMPCMarathon Petroleum$53,869,771$13,091,711 ▲32.1%220,6150.9%EnergyARISTA NETWORKS INC$50,983,167$48,117,973 ▲1,679.4%415,2400.8%COMCOHRCoherent$49,031,003$42,837,543 ▲691.7%205,8310.8%Business ServicesDTEDTE Energy$47,332,145$13,718,507 ▼-22.5%323,7050.8%UtilitiesAEPAmerican Electric Power$45,186,160$45,186,160 ▲New Holding344,7220.7%UtilitiesMPLXMplx$38,265,4350.0%670,5000.6%EnergyLEUCentrus Energy$36,786,846$6,495,391 ▲21.4%211,9180.6%Basic MaterialsUSA RARE EARTH INC$35,113,200$35,113,200 ▲New Holding2,320,0000.6%COMNFGNational Fuel Gas$29,547,131$29,547,131 ▲New Holding314,4650.5%EnergyLITELumentum$29,385,909$14,979,329 ▲104.0%41,8150.5%Computer and TechnologyX-ENERGY REACTOR CO. LLC SERIE$27,499,9910.0%1,891,8020.5%PFDRICE ACQUISITION CORPORATION 3$25,440,0000.0%2,400,0000.4%COMCCICrown Castle$23,383,862$3,188,084 ▼-12.0%287,5890.4%FinanceTMUST-Mobile US$22,466,699$9,171,590 ▼-29.0%106,9690.4%Computer and TechnologyIRMIron Mountain$21,811,895$16,306,549 ▲296.2%213,5490.4%Business ServicesTIC SOLUTIONS INC$20,241,199$6,094,258 ▲43.1%3,076,1700.3%COMVRTVertiv$18,262,270$2,505,800 ▼-12.1%72,8800.3%Computer and TechnologyPEGPublic Service Enterprise Group$17,412,588$28,161,534 ▼-61.8%215,1030.3%UtilitiesDLRDigital Realty Trust$16,943,705$50,639 ▼-0.3%94,0220.3%FinanceAMTAmerican Tower$16,919,2250.0%98,0370.3%FinanceUNPUnion Pacific$16,294,359$3,154,788 ▼-16.2%67,1600.3%TransportationODFLOld Dominion Freight Line$13,521,680$12,701,000 ▲1,547.6%69,2000.2%TransportationUTLUnitil$12,969,886$1,396,114 ▼-9.7%248,2750.2%UtilitiesWATERBRIDGE INFRASTRUCTURE LLC$12,055,5000.0%450,0000.2%COMSOLV ENERGY INC$12,012,000$12,012,000 ▲New Holding400,0000.2%COMTAMBORAN RESOURCES CORP$8,498,300$3,499,300 ▲70.0%170,0000.1%COMBRK.BBerkshire Hathaway$8,494,299$11,980 ▼-0.1%17,7260.1%FinanceCHENIERE ENERGY INC$6,810,240$6,810,240 ▲New Holding24,0000.1%COMJCIJohnson Controls International$6,503,763$43,214 ▼-0.7%49,6660.1%ConstructionH2O AMERICA$5,867,000$5,867,000 ▲New Holding100,0000.1%COMLITHIUM AMERICAS CORP$4,898,000$790,000 ▲19.2%1,240,0000.1%COMREAVES UTIL INCOME FD COM SH B$3,321,581$48,550 ▲1.5%84,5620.1%CEFATOAtmos Energy$3,077,435$3,325 ▼-0.1%16,6600.1%UtilitiesCPKChesapeake Utilities$2,527,400$1,263,700 ▼-33.3%20,0000.0%UtilitiesFFIVF5$2,485,055$2,485,055 ▲New Holding8,5890.0%Computer and TechnologyTXNM ENERGY INC$2,407,850$142,436,300 ▼-98.3%41,1880.0%COMSOSouthern$2,390,511$11,486 ▲0.5%24,7670.0%UtilitiesXOMExxonMobil$2,171,648$866,963 ▼-28.5%12,8000.0%EnergyLINDE PLC SH$2,156,060$1,487 ▼-0.1%4,3490.0%COMLAMRLamar Advertising$1,773,240$1,393,260 ▼-44.0%14,0000.0%FinancePCGPacific Gas & Electric$1,741,2570.0%99,1040.0%UtilitiesDTEGYDeutsche Telekom$1,413,582$19,879 ▲1.4%38,3990.0%UtilitiesAAPLApple$1,218,1920.0%4,8000.0%Computer and TechnologyDUKDuke Energy$1,083,790$14,796 ▲1.4%8,2770.0%UtilitiesOKEONEOK$1,067,506$40,669,177 ▼-97.4%11,8100.0%EnergyPLDPrologis$972,3160.0%7,3560.0%FinanceAWKAmerican Water Works$836,2730.0%6,1450.0%UtilitiesPMPhilip Morris International$826,7000.0%5,0000.0%Consumer StaplesEVERGY INC COM$826,327$13,353 ▲1.6%10,0870.0%COMNJRNewJersey Resources$802,656$10,709 ▲1.4%14,6150.0%UtilitiesJNJJohnson & Johnson$801,2740.0%3,2780.0%MedicalCMCSAComcast$752,202$19,060,569 ▼-96.2%26,2000.0%Consumer DiscretionaryCVXChevron$716,702$1,169,193 ▼-62.0%3,4640.0%EnergyPPGPPG Industries$534,4000.0%5,0000.0%Basic MaterialsCCOICogent Communications$529,366$4,352,037 ▼-89.2%28,0980.0%Computer and TechnologyMOAltria Group$527,9200.0%8,0000.0%Consumer StaplesEXCExelon$391,6700.0%7,9900.0%UtilitiesBKRBaker Hughes$305,2500.0%5,0000.0%EnergyVZVerizon Communications$234,183$234,183 ▲New Holding4,6650.0%Computer and TechnologyNSCNorfolk Southern$0$37,822,320 ▼-100.0%00.0%TransportationNATIONAL FUEL GAS - Restricted$0$24,999,968 ▼-100.0%00.0%COMFYBRFrontier Communications Parent$0$22,382,609 ▼-100.0%00.0%Computer and TechnologyCHTRCharter Communications$0$5,114,375 ▼-100.0%00.0%Consumer DiscretionaryEVERUS CONSTRUCTION GROUP INC$0$1,069,500 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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