Reaves W H & Co Inc Top Holdings and 13F Report (2026) About Reaves W H & Co IncInvestment ActivityReaves W H & Co Inc has $6.59 billion in total holdings as of June 30, 2026.Reaves W H & Co Inc owns shares of 94 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 9.31% of the portfolio was purchased this quarter.About 7.86% of the portfolio was sold this quarter.This quarter, Reaves W H & Co Inc has purchased 90 new stocks and bought additional shares in 23 stocks.Reaves W H & Co Inc sold shares of 42 stocks and completely divested from 8 stocks this quarter.Largest Holdings TALEN ENERGY CORP $567,422,909Entergy $342,083,747Vistra $328,509,723Constellation Energy $325,523,659CenterPoint Energy $291,882,367 Largest New Holdings this Quarter 45047B105 - ITG INC. $50,000,000 Holding98386P333 - X-ENERGY, INC RESTRICTED SHARE $31,260,136 Holding25746U109 - Dominion Energy $20,487,000 Holding31556C106 - FERVO ENERGY CO CL A $13,153,500 Holding778920999 - SHARONAI HOLDINGS INC - Restri $12,499,994 Holding Largest Purchases this Quarter American Electric Power 649,975 shares (about $88.92M)Entergy 735,495 shares (about $84.48M)ITG INC. 3,125,000 shares (about $50M)DTE Energy 257,736 shares (about $39.27M)CHENIERE ENERGY INC 159,209 shares (about $38.05M) Largest Sales this Quarter Marathon Petroleum 164,115 shares (about $41.96M)Ameren 226,275 shares (about $25.58M)Pinnacle West Capital 164,260 shares (about $17.58M)ARISTA NETWORKS INC 102,703 shares (about $17.45M)CenterPoint Energy 375,455 shares (about $16.54M) 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$567,422,909$13,077,521 â–¼-2.3%1,476,6648.6%COMETREntergy$342,083,747$84,478,956 â–²32.8%2,978,2675.2%UtilitiesVSTVistra$328,509,723$3,748,268 â–¼-1.1%2,070,9185.0%UtilitiesCEGConstellation Energy$325,523,659$26,607,133 â–²8.9%1,310,6404.9%UtilitiesCNPCenterPoint Energy$291,882,367$16,535,038 â–¼-5.4%6,627,6654.4%UtilitiesXELXcel Energy$269,685,302$15,292,091 â–¼-5.4%3,358,4724.1%UtilitiesIDAIDACORP$267,810,835$4,601,487 â–¼-1.7%1,770,0654.1%UtilitiesLNTAlliant Energy$212,443,695$15,924,775 â–¼-7.0%2,784,6863.2%UtilitiesGE VERNOVA INC$199,546,446$6,115,146 â–¼-3.0%169,8473.0%COMNINiSource$194,416,972$1,125,033 â–¼-0.6%4,088,6852.9%UtilitiesGLWCorning$182,615,336$12,327,052 â–¼-6.3%714,9332.8%TechnologyEQIXEquinix$180,963,074$220,987 â–¼-0.1%173,6042.7%Real EstatePWRQuanta Services$177,348,012$2,866,479 â–¼-1.6%246,3032.7%IndustrialsSRESempra Energy$175,985,552$15,740,489 â–¼-8.2%1,898,2372.7%UtilitiesDTMDT Midstream$157,797,299$20,964,744 â–²15.3%1,075,3532.4%EnergyWMBWilliams Companies$157,165,911$1,813,153 â–²1.2%2,114,1502.4%EnergyCMSCMS Energy$146,050,281$15,690,150 â–¼-9.7%1,909,1542.2%UtilitiesMPMP Materials$146,009,332$107,875 â–¼-0.1%2,606,8442.2%MaterialsAEPAmerican Electric Power$136,084,496$88,923,079 â–²188.6%994,6972.1%UtilitiesDYDycom Industries$133,101,623$7,644,521 â–²6.1%263,2602.0%IndustrialsEPDEnterprise Products Partners$128,437,2340.0%3,493,9401.9%EnergyNEENextEra Energy$126,339,269$10,821,600 â–²9.4%1,439,4361.9%UtilitiesCCJCameco$114,616,946$167,560 â–¼-0.1%1,125,2401.7%EnergyCPCanadian Pacific Kansas City$108,509,802$15,084,552 â–²16.1%1,252,2771.6%IndustrialsPNWPinnacle West Capital$97,775,102$17,575,820 â–¼-15.2%913,7861.5%UtilitiesWECWEC Energy Group$96,020,554$30,284,066 â–²46.1%822,3051.5%UtilitiesAEEAmeren$95,665,526$25,578,126 â–¼-21.1%846,2981.5%UtilitiesNRGNRG Energy$93,530,543$13,719,124 â–¼-12.8%640,3571.4%UtilitiesDTEDTE Energy$88,594,165$39,271,234 â–²79.6%581,4411.3%UtilitiesCOHRCoherent$84,043,806$2,849,651 â–²3.5%213,0551.3%TechnologyOGEOGE Energy$73,651,095$4,380,519 â–¼-5.6%1,513,5861.1%UtilitiesSBACSBA Communications$56,901,9970.0%322,4640.9%Real EstateARISTA NETWORKS INC$53,093,786$17,447,186 â–¼-24.7%312,5370.8%COMITG INC.$50,000,000$50,000,000 â–²New Holding3,125,0000.8%COMEQTEQT$49,971,452$7,970,927 â–¼-13.8%939,8430.8%EnergyCHENIERE ENERGY INC$43,788,783$38,052,543 â–²663.4%183,2090.7%COMUSA RARE EARTH INC$43,160,000$6,905,600 â–¼-13.8%2,000,0000.7%COMLEUCentrus Energy$38,010,636$2,435,962 â–²6.8%226,4290.6%EnergyMPLXMplx$37,769,2650.0%670,5000.6%EnergyAMTAmerican Tower$34,601,271$18,565,359 â–²115.8%211,5380.5%Real EstateLITELumentum$34,241,742$1,638,037 â–¼-4.6%39,9060.5%TechnologyX-ENERGY, INC RESTRICTED SHARE$31,260,136$31,260,136 â–²New Holding1,891,8020.5%COMDLRDigital Realty Trust$30,068,336$13,183,865 â–²78.1%167,4370.5%Real EstateTMUST-Mobile US$29,229,636$11,287,726 â–²62.9%174,2660.4%Communication ServicesODFLOld Dominion Freight Line$27,768,120$12,779,400 â–²85.3%128,2000.4%IndustrialsIRMIron Mountain$26,845,043$128,331 â–¼-0.5%212,5330.4%Real EstateRICE ACQUISITION CORPORATION 3$25,704,0000.0%2,400,0000.4%COMTIC SOLUTIONS INC$25,448,996$562,781 â–²2.3%3,145,7350.4%COMNFGNational Fuel Gas$24,279,8430.0%314,4650.4%UtilitiesDDominion Energy$20,487,000$20,487,000 â–²New Holding300,0000.3%UtilitiesTAMBORAN RESOURCES CORP$19,993,683$14,466,983 â–²261.8%615,0010.3%COMVRTVertiv$17,221,132$7,180,550 â–¼-29.4%51,4340.3%IndustrialsMPCMarathon Petroleum$14,445,355$41,959,282 â–¼-74.4%56,5000.2%EnergyFERVO ENERGY CO CL A$13,153,500$13,153,500 â–²New Holding450,0000.2%COMSHARONAI HOLDINGS INC - Restri$12,499,994$12,499,994 â–²New Holding181,8710.2%COMFORGENT POWER SOLUTIONS INC$11,172,000$11,172,000 â–²New Holding200,0000.2%COMUTLUnitil$10,902,509$2,179,100 â–¼-16.7%206,9180.2%UtilitiesJCIJohnson Controls International$9,257,530$2,000,830 â–²27.6%63,3600.1%IndustrialsBRK.BBerkshire Hathaway$8,802,360$67,553 â–¼-0.8%17,5910.1%FinanceYORWYork Water$8,428,750$8,428,750 â–²New Holding275,0000.1%UtilitiesALBAlbemarle$6,751,500$6,751,500 â–²New Holding50,0000.1%IndustrialsEROCK INC$6,307,500$6,307,500 â–²New Holding435,0000.1%COMH2O AMERICA$6,077,0000.0%100,0000.1%COMWATERBRIDGE INFRASTRUCTURE LLC$5,825,900$9,595,600 â–¼-62.2%170,0000.1%COMX-ENERGY, INC$5,508,000$5,508,000 â–²New Holding300,0000.1%COMCMCSAComcast$4,787,299$4,144,089 â–²644.3%195,0020.1%Communication ServicesLITHIUM AMERICAS CORP$4,774,0000.0%1,240,0000.1%COMUNPUnion Pacific$4,640,320$13,627,200 â–¼-74.6%17,0600.1%IndustrialsFFIVF5$4,437,877$865,197 â–²24.2%10,6690.1%TechnologyREAVES UTIL INCOME FD COM SH B$3,491,610$48,253 â–²1.4%85,7470.1%CEFPEGPublic Service Enterprise Group$3,215,478$14,242,281 â–¼-81.6%39,6190.0%UtilitiesATOAtmos Energy$2,721,005$149,014 â–¼-5.2%15,7950.0%UtilitiesSOLV ENERGY INC$2,553,750$11,066,250 â–¼-81.3%75,0000.0%COMCPKChesapeake Utilities$2,449,6000.0%20,0000.0%UtilitiesSOSouthern$2,226,885$143,565 â–¼-6.1%23,2670.0%UtilitiesLAMRLamar Advertising$2,183,7200.0%14,0000.0%Real EstateXOMExxonMobil$1,750,0160.0%12,8000.0%EnergyAAPLApple$1,388,9280.0%4,8000.0%TechnologyDUKDuke Energy$1,046,057$1,646 â–¼-0.2%8,2640.0%UtilitiesDTEGYDeutsche Telekom$1,045,498$1,554 â–¼-0.1%38,3420.0%Communication ServicesOKEONEOK$1,005,287$21,474 â–¼-2.1%11,5630.0%EnergyPLDPrologis$996,5170.0%7,3560.0%Real EstatePCGPacific Gas & Electric$931,458$735,471 â–¼-44.1%55,3780.0%UtilitiesPMPhilip Morris International$904,5500.0%5,0000.0%Consumer StaplesEVERGY INC COM$871,042$778 â–¼-0.1%10,0780.0%COMJNJJohnson & Johnson$832,5140.0%3,2780.0%HealthcareNJRNewJersey Resources$818,352$672 â–¼-0.1%14,6030.0%UtilitiesAWKAmerican Water Works$769,085$39,474 â–¼-4.9%5,8450.0%UtilitiesPPGPPG Industries$606,4500.0%5,0000.0%MaterialsMOAltria Group$575,6000.0%8,0000.0%Consumer StaplesCVXChevron$566,236$7,956 â–¼-1.4%3,4160.0%EnergyBKHBlack Hills$501,754$501,754 â–²New Holding6,7440.0%UtilitiesSRSpire$436,835$436,835 â–²New Holding5,5940.0%UtilitiesBKRBaker Hughes$277,5000.0%5,0000.0%EnergyPPLPPL$0$141,573,517 â–¼-100.0%00.0%UtilitiesX-ENERGY REACTOR CO. LLC SERIE$0$27,499,991 â–¼-100.0%00.0%PFDCCICrown Castle$0$23,383,862 â–¼-100.0%00.0%Real EstateTXNM ENERGY INC$0$2,407,850 â–¼-100.0%00.0%COMLINDE PLC SH$0$2,156,060 â–¼-100.0%00.0%COMCCOICogent Communications$0$529,366 â–¼-100.0%00.0%Communication ServicesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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