Sponsored

The Analysis of REAVES W H & CO INC's Holdings & P&L

Currently, REAVES W H & CO INC holds 90 types of securities in its portfolio with a total value $6.0B. In the most recent quarter, they have increased their positions in GEV (+101.6K shares, valued at $88.7M), N/A (+1.1M shares, valued at $84.2M), WMB (+795.3K shares, valued at $57.9M); decreased their positions in TXNM (-2.4M shares, valued at $142.4M), PNW (-641.7K shares, valued at $64.7M), NI (-1.3M shares, valued at $61.2M); initiated new positions in AEP (+344.7K shares, valued at $45.2M), USAR (+2.3M shares, valued at $35.1M), NFG (+314.5K shares, valued at $29.5M).

1M P&L

+24.3M+0.40%

3M P&L

+105.1M+1.77%

HY P&L

+491.8M+8.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Utilities - Regulated Electric2.2B

38.5%

2Utilities - Independent Power Producers904.4M

16.1%

3Utilities - Renewable488.9M

8.7%

Top Industries by Stock Count

1Utilities - Regulated Electric19 stocks

24.4%

2REIT - Specialty6 stocks

7.7%

3Oil & Gas Midstream6 stocks

7.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TLN TALEN ENERGY CORP1.5M shares-0.72%2026-03-312026-05-07

CEG CONSTELLATION ENERGY CORP1.2M shares6.14%2026-03-312026-05-07

VST VISTRA CORP.2.1M shares-4.68%2026-03-312026-05-07

CNP CENTERPOINT ENERGY INC7.0M shares-8.65%2026-03-312026-05-07

XEL XCEL ENERGY INC COM3.5M shares-0.87%2026-03-312026-05-07

IDA IDACORP INC COM1.8M shares-0.41%2026-03-312026-05-07

ETR ENTERGY CORP NEW COM2.2M shares-8.33%2026-03-312026-05-07

LNT ALLIANT ENERGY CORP COM3.0M shares-2.09%2026-03-312026-05-07

Sponsored

SRE SEMPRA2.1M shares-3.38%2026-03-312026-05-07

NI NISOURCE INC COM4.1M shares-24.19%2026-03-312026-05-07

EQIX EQUINIX INC COM NEW173.8K shares2.87%2026-03-312026-05-07

CMS CMS ENERGY CORP COM2.1M shares1.29%2026-03-312026-05-07

GEV GE VERNOVA INC175.1K shares138.48%2026-03-312026-05-07

WMB WILLIAMS COS INC COM2.1M shares61.44%2026-03-312026-05-07

PPL PPL CORP COM3.7M shares-16.24%2026-03-312026-05-07

PWR QUANTA SVCS INC COM250.3K shares-7.51%2026-03-312026-05-07

Sponsored

EPD ENTERPRISE PRODUCTS PARTNERS L3.5M shares0.00%2026-03-312026-05-07

MP MP MATLS CORP2.6M shares-0.03%2026-03-312026-05-07

DTM DT MIDSTREAM INC932.5K shares22.25%2026-03-312026-05-07

CCJ CAMECO CORP COM1.1M shares-22.50%2026-03-312026-05-07

NEE NEXTERA ENERGY INC COM1.3M shares-1.01%2026-03-312026-05-07

AEE AMEREN CORP COM1.1M shares-1.11%2026-03-312026-05-07

PNW PINNACLE WEST CAP CORP COM1.1M shares-37.31%2026-03-312026-05-07

NRG NRG ENERGY INC COM734.3K shares28.46%2026-03-312026-05-07

Sponsored

GLW CORNING INC COM763.2K shares0.54%2026-03-312026-05-07

CANADIAN PACIFIC KANSAS CITY L CANADIAN PACIFIC KANSAS CITY L1.1M shares13063.12%2026-03-312026-05-07

DY DYCOM INDS INC COM248.1K shares73.27%2026-03-312026-05-07

OGE OGE ENERGY CORP COM1.6M shares-17.52%2026-03-312026-05-07

EQT CORP COM EQT CORP COM1.1M shares-6.22%2026-03-312026-05-07

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM563.0K shares49.13%2026-03-312026-05-07

SBAC SBA COMMUNICATIONS COR CL A322.5K shares-11.04%2026-03-312026-05-07

MPC MARATHON PETROLEUM CORP220.6K shares32.10%2026-03-312026-05-07

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC415.2K shares1679.40%2026-03-312026-05-07

COHERENT CORP COHERENT CORP205.8K shares691.66%2026-03-312026-05-07

DTE DTE ENERGY CO COM323.7K shares-22.47%2026-03-312026-05-07

AEP AMERICAN ELEC PWR INC COM344.7K sharesnew addition2026-03-312026-05-07

MPLX MPLX LP COM UNIT REP LTD670.5K shares0.00%2026-03-312026-05-07

LEU CENTRUS ENERGY CORP CL A211.9K shares21.44%2026-03-312026-05-07

USAR USA RARE EARTH INC2.3M sharesnew addition2026-03-312026-05-07

NFG NATIONAL FUEL GAS CO314.5K sharesnew addition2026-03-312026-05-07

Sponsored

LITE LUMENTUM HOLDINGS INC41.8K shares103.98%2026-03-312026-05-07

X-ENERGY REACTOR CO. LLC SERIE X-ENERGY REACTOR CO. LLC SERIE1.9M shares0.00%2026-03-312026-05-07

RICE ACQUISITION CORPORATION 3 RICE ACQUISITION CORPORATION 32.4M shares0.00%2026-03-312026-05-07

CROWN CASTLE INC CROWN CASTLE INC287.6K shares-12.00%2026-03-312026-05-07

TMUS T-MOBILE US INC COM107.0K shares-28.99%2026-03-312026-05-07

IRM IRON MTN INC NEW213.5K shares296.19%2026-03-312026-05-07

TIC TIC SOLUTIONS INC3.1M shares43.08%2026-03-312026-05-07

VRT VERTIV HOLDINGS CO72.9K shares-12.07%2026-03-312026-05-07

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP IN215.1K shares-61.79%2026-03-312026-05-07

DLR DIGITAL REALTY TR94.0K shares-0.30%2026-03-312026-05-07

AMT AMERICAN TOWER REIT COM98.0K shares0.00%2026-03-312026-05-07

UNP UNION PAC CORP COM67.2K shares-16.22%2026-03-312026-05-07

ODFL OLD DOMINION FREIGHT LINE69.2K shares1547.62%2026-03-312026-05-07

UTL UNITIL CORP248.3K shares-9.72%2026-03-312026-05-07

WBI WATERBRIDGE INFRASTRUCTURE LLC450.0K shares0.00%2026-03-312026-05-07

SOLV ENERGY INC SOLV ENERGY INC400.0K sharesnew addition2026-03-312026-05-07

Sponsored

TBN TAMBORAN RESOURCES CORP170.0K shares70.00%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC CLASS B BERKSHIRE HATHAWAY INC CLASS B17.7K shares-0.14%2026-03-312026-05-07

LNG CHENIERE ENERGY INC24.0K sharesnew addition2026-03-312026-05-07

JCI JOHNSON CTLS INTL PLC SHS49.7K shares-0.66%2026-03-312026-05-07

HTO H2O AMERICA100.0K sharesnew addition2026-03-312026-05-07

LAC LITHIUM AMERICAS CORP1.2M shares19.23%2026-03-312026-05-07

UTG REAVES UTIL INCOME FD COM SH B84.6K shares1.48%2026-03-312026-05-07

ATO ATMOS ENERGY CORP COM16.7K shares-0.11%2026-03-312026-05-07

Sponsored

CPK CHESAPEAKE UTILS CORP20.0K shares-33.33%2026-03-312026-05-07

FFIV F5 NETWORKS INC COM8.6K sharesnew addition2026-03-312026-05-07

TXNM TXNM ENERGY INC41.2K shares-98.34%2026-03-312026-05-07

SO SOUTHERN CO COM24.8K shares0.48%2026-03-312026-05-07

XOM EXXON MOBIL CORP12.8K shares-28.53%2026-03-312026-05-07

LINDE PLC SH LINDE PLC SH4.3K shares-0.07%2026-03-312026-05-07

LAMR LAMAR ADVERTISING CO14.0K shares-44.00%2026-03-312026-05-07

PCG PG&E CORP COM99.1K shares0.00%2026-03-312026-05-07

Sponsored

DTEGY DEUTSCHE TELEKOM AG38.4K shares1.43%2026-03-312026-05-07

AAPL APPLE INC COM4.8K shares0.00%2026-03-312026-05-07

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW8.3K shares1.38%2026-03-312026-05-07

OKE ONEOK INC NEW COM11.8K shares-97.44%2026-03-312026-05-07

PLD PROLOGIS INC COM7.4K shares0.00%2026-03-312026-05-07

AWK AMERICAN WATER WORKS6.1K shares0.00%2026-03-312026-05-07

PM PHILLIP MORRIS INTERNATIONAL5.0K shares0.00%2026-03-312026-05-07

EVRG EVERGY INC COM10.1K shares1.64%2026-03-312026-05-07

Sponsored

NJR NEW JERSEY RES COM14.6K shares1.35%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON COM3.3K shares0.00%2026-03-312026-05-07

CMCSA COMCAST CORP CLASS A26.2K shares-96.20%2026-03-312026-05-07

CVX CHEVRON CORPORATION COM3.5K shares-62.00%2026-03-312026-05-07

PPG PPG INDS INC COM5.0K shares0.00%2026-03-312026-05-07

CCOI COGENT COMMUNICATIONS HLDGS CO28.1K shares-89.16%2026-03-312026-05-07

MO ALTRIA GROUP INC.8.0K shares0.00%2026-03-312026-05-07

EXC EXELON CORP COM8.0K shares0.00%2026-03-312026-05-07

Sponsored

BKR BAKER HUGHES CO CL A5.0K shares0.00%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS COM4.7K sharesnew addition2026-03-312026-05-07

TLN

TALEN ENERGY CORP

-0.72%

Shares1.5M

Event2026-03-31

Filed2026-05-07

CEG

CONSTELLATION ENERGY CORP

6.14%

Shares1.2M

Event2026-03-31

Filed2026-05-07

VST

VISTRA CORP.

-4.68%

Shares2.1M

Event2026-03-31

Filed2026-05-07

CNP

CENTERPOINT ENERGY INC

-8.65%

Shares7.0M

Event2026-03-31

Filed2026-05-07

XEL

XCEL ENERGY INC COM

-0.87%

Shares3.5M

Event2026-03-31

Filed2026-05-07

IDA

IDACORP INC COM

-0.41%

Shares1.8M

Event2026-03-31

Filed2026-05-07

ETR

ENTERGY CORP NEW COM

-8.33%

Shares2.2M

Event2026-03-31

Filed2026-05-07

LNT

ALLIANT ENERGY CORP COM

-2.09%

Shares3.0M

Event2026-03-31

Filed2026-05-07

SRE

SEMPRA

-3.38%

Shares2.1M

Event2026-03-31

Filed2026-05-07

NISOURCE INC COM

-24.19%

Shares4.1M

Event2026-03-31

Filed2026-05-07

EQIX

EQUINIX INC COM NEW

2.87%

Shares173.8K

Event2026-03-31

Filed2026-05-07

CMS

CMS ENERGY CORP COM

1.29%

Shares2.1M

Event2026-03-31

Filed2026-05-07

GEV

GE VERNOVA INC

138.48%

Shares175.1K

Event2026-03-31

Filed2026-05-07

WMB

WILLIAMS COS INC COM

61.44%

Shares2.1M

Event2026-03-31

Filed2026-05-07

PPL

PPL CORP COM

-16.24%

Shares3.7M

Event2026-03-31

Filed2026-05-07

PWR

QUANTA SVCS INC COM

-7.51%

Shares250.3K

Event2026-03-31

Filed2026-05-07

EPD

ENTERPRISE PRODUCTS PARTNERS L

0.00%

Shares3.5M

Event2026-03-31

Filed2026-05-07

MP MATLS CORP

-0.03%

Shares2.6M

Event2026-03-31

Filed2026-05-07

DTM

DT MIDSTREAM INC

22.25%

Shares932.5K

Event2026-03-31

Filed2026-05-07

CCJ

CAMECO CORP COM

-22.50%

Shares1.1M

Event2026-03-31

Filed2026-05-07

NEE

NEXTERA ENERGY INC COM

-1.01%

Shares1.3M

Event2026-03-31

Filed2026-05-07

AEE

AMEREN CORP COM

-1.11%

Shares1.1M

Event2026-03-31

Filed2026-05-07

PNW

PINNACLE WEST CAP CORP COM

-37.31%

Shares1.1M

Event2026-03-31

Filed2026-05-07

NRG

NRG ENERGY INC COM

28.46%

Shares734.3K

Event2026-03-31

Filed2026-05-07

GLW

CORNING INC COM

0.54%

Shares763.2K

Event2026-03-31

Filed2026-05-07

CANADIAN PACIFIC KANSAS CITY L

13063.12%

Shares1.1M

Event2026-03-31

Filed2026-05-07

DYCOM INDS INC COM

73.27%

Shares248.1K

Event2026-03-31

Filed2026-05-07

OGE

OGE ENERGY CORP COM

-17.52%

Shares1.6M

Event2026-03-31

Filed2026-05-07

EQT CORP COM

-6.22%

Shares1.1M

Event2026-03-31

Filed2026-05-07

WEC ENERGY GROUP INC COM

49.13%

Shares563.0K

Event2026-03-31

Filed2026-05-07

SBAC

SBA COMMUNICATIONS COR CL A

-11.04%

Shares322.5K

Event2026-03-31

Filed2026-05-07

MPC

MARATHON PETROLEUM CORP

32.10%

Shares220.6K

Event2026-03-31

Filed2026-05-07

ARISTA NETWORKS INC

1679.40%

Shares415.2K

Event2026-03-31

Filed2026-05-07

COHERENT CORP

691.66%

Shares205.8K

Event2026-03-31

Filed2026-05-07

DTE

DTE ENERGY CO COM

-22.47%

Shares323.7K

Event2026-03-31

Filed2026-05-07

AEP

AMERICAN ELEC PWR INC COM

New

Shares344.7K

Event2026-03-31

Filed2026-05-07

MPLX

MPLX LP COM UNIT REP LTD

0.00%

Shares670.5K

Event2026-03-31

Filed2026-05-07

LEU

CENTRUS ENERGY CORP CL A

21.44%

Shares211.9K

Event2026-03-31

Filed2026-05-07

USAR

USA RARE EARTH INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-07

NFG

NATIONAL FUEL GAS CO

New

Shares314.5K

Event2026-03-31

Filed2026-05-07

LITE

LUMENTUM HOLDINGS INC

103.98%

Shares41.8K

Event2026-03-31

Filed2026-05-07

X-ENERGY REACTOR CO. LLC SERIE

0.00%

Shares1.9M

Event2026-03-31

Filed2026-05-07

RICE ACQUISITION CORPORATION 3

0.00%

Shares2.4M

Event2026-03-31

Filed2026-05-07

CROWN CASTLE INC

-12.00%

Shares287.6K

Event2026-03-31

Filed2026-05-07

TMUS

T-MOBILE US INC COM

-28.99%

Shares107.0K

Event2026-03-31

Filed2026-05-07

IRM

IRON MTN INC NEW

296.19%

Shares213.5K

Event2026-03-31

Filed2026-05-07

TIC

TIC SOLUTIONS INC

43.08%

Shares3.1M

Event2026-03-31

Filed2026-05-07

VRT

VERTIV HOLDINGS CO

-12.07%

Shares72.9K

Event2026-03-31

Filed2026-05-07

PEG

PUBLIC SVC ENTERPRISE GROUP IN

-61.79%

Shares215.1K

Event2026-03-31

Filed2026-05-07

DLR

DIGITAL REALTY TR

-0.30%

Shares94.0K

Event2026-03-31

Filed2026-05-07

AMT

AMERICAN TOWER REIT COM

0.00%

Shares98.0K

Event2026-03-31

Filed2026-05-07

UNP

UNION PAC CORP COM

-16.22%

Shares67.2K

Event2026-03-31

Filed2026-05-07

ODFL

OLD DOMINION FREIGHT LINE

1547.62%

Shares69.2K

Event2026-03-31

Filed2026-05-07

UTL

UNITIL CORP

-9.72%

Shares248.3K

Event2026-03-31

Filed2026-05-07

WBI

WATERBRIDGE INFRASTRUCTURE LLC

0.00%

Shares450.0K

Event2026-03-31

Filed2026-05-07

SOLV ENERGY INC

New

Shares400.0K

Event2026-03-31

Filed2026-05-07

TBN

TAMBORAN RESOURCES CORP

70.00%

Shares170.0K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC CLASS B

-0.14%

Shares17.7K

Event2026-03-31

Filed2026-05-07

LNG

CHENIERE ENERGY INC

New

Shares24.0K

Event2026-03-31

Filed2026-05-07

JCI

JOHNSON CTLS INTL PLC SHS

-0.66%

Shares49.7K

Event2026-03-31

Filed2026-05-07

HTO

H2O AMERICA

New

Shares100.0K

Event2026-03-31

Filed2026-05-07

LAC

LITHIUM AMERICAS CORP

19.23%

Shares1.2M

Event2026-03-31

Filed2026-05-07

UTG

REAVES UTIL INCOME FD COM SH B

1.48%

Shares84.6K

Event2026-03-31

Filed2026-05-07

ATO

ATMOS ENERGY CORP COM

-0.11%

Shares16.7K

Event2026-03-31

Filed2026-05-07

CPK

CHESAPEAKE UTILS CORP

-33.33%

Shares20.0K

Event2026-03-31

Filed2026-05-07

FFIV

F5 NETWORKS INC COM

New

Shares8.6K

Event2026-03-31

Filed2026-05-07

TXNM

TXNM ENERGY INC

-98.34%

Shares41.2K

Event2026-03-31

Filed2026-05-07

SOUTHERN CO COM

0.48%

Shares24.8K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

-28.53%

Shares12.8K

Event2026-03-31

Filed2026-05-07

LINDE PLC SH

-0.07%

Shares4.3K

Event2026-03-31

Filed2026-05-07

LAMR

LAMAR ADVERTISING CO

-44.00%

Shares14.0K

Event2026-03-31

Filed2026-05-07

PCG

PG&E CORP COM

0.00%

Shares99.1K

Event2026-03-31

Filed2026-05-07

DTEGY

DEUTSCHE TELEKOM AG

1.43%

Shares38.4K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC COM

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-07

DUKE ENERGY CORP NEW COM NEW

1.38%

Shares8.3K

Event2026-03-31

Filed2026-05-07

OKE

ONEOK INC NEW COM

-97.44%

Shares11.8K

Event2026-03-31

Filed2026-05-07

PLD

PROLOGIS INC COM

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-07

AWK

AMERICAN WATER WORKS

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-07

PHILLIP MORRIS INTERNATIONAL

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-07

EVRG

EVERGY INC COM

1.64%

Shares10.1K

Event2026-03-31

Filed2026-05-07

NJR

NEW JERSEY RES COM

1.35%

Shares14.6K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON COM

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-07

CMCSA

COMCAST CORP CLASS A

-96.20%

Shares26.2K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORPORATION COM

-62.00%

Shares3.5K

Event2026-03-31

Filed2026-05-07

PPG

PPG INDS INC COM

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-07

CCOI

COGENT COMMUNICATIONS HLDGS CO

-89.16%

Shares28.1K

Event2026-03-31

Filed2026-05-07

ALTRIA GROUP INC.

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-07

EXC

EXELON CORP COM

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-07

BKR

BAKER HUGHES CO CL A

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-07

VERIZON COMMUNICATIONS COM

New

Shares4.7K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available