Funds › Reaves W H & Co Inc
Reaves W H & Co Inc
13F for Q3 2026, filed Nov 6, 2026. 89 positions worth $5.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 6, 2026
Reported value
$5.5B
−$1.1B (16.0%) vs Q2 2026
Positions
89
94 in Q2 2026
Top 10 share
46.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TLN Talen Energy Corporation | 1.44M | $449.7M | 8.1% | -2.6% | 13F ↗ |
| 2 | CEG Constellation Energy Corporation | 1.31M | $333.4M | 6.0% | +0.1% | 13F ↗ |
| 3 | ETR Entergy Corporation | 2.91M | $288.7M | 5.2% | -2.3% | 13F ↗ |
| 4 | VST Vistra Corp. | 2.03M | $280.5M | 5.1% | -2.1% | 13F ↗ |
| 5 | CNP CenterPoint Energy, Inc | 6.39M | $235.0M | 4.2% | -3.6% | 13F ↗ |
| 6 | XEL Xcel Energy Inc. | 3.28M | $230.9M | 4.2% | -2.5% | 13F ↗ |
| 7 | IDA IDACORP, Inc. | 1.63M | $213.4M | 3.9% | -7.8% | 13F ↗ |
| 8 | NI NiSource Inc | 4.67M | $182.0M | 3.3% | +14.1% | 13F ↗ |
| 9 | EQIX Equinix, Inc. | 173,692 | $175.7M | 3.2% | +0.1% | 13F ↗ |
| 10 | LNT Alliant Energy Corporation | 2.77M | $175.5M | 3.2% | -0.4% | 13F ↗ |
| 11 | PWR Quanta Services, Inc. | 233,948 | $150.3M | 2.7% | -5.0% | 13F ↗ |
| 12 | GEV GE Vernova Inc. | 154,481 | $146.8M | 2.7% | -9.0% | 13F ↗ |
| 13 | WMB Williams Companies, Inc. | 2.05M | $139.4M | 2.5% | -3.0% | 13F ↗ |
| 14 | DTM DT Midstream, Inc. | 1.04M | $124.0M | 2.2% | -3.5% | 13F ↗ |
| 15 | AEP American Electric Power Company, Inc. | 1.03M | $121.7M | 2.2% | +3.2% | 13F ↗ |
| 16 | GLW Corning Incorporated | 783,523 | $120.5M | 2.2% | +9.6% | 13F ↗ |
| 17 | MP MP Materials Corp. | 2.54M | $120.3M | 2.2% | -2.4% | 13F ↗ |
| 18 | CMS CMS Energy Corporation | 1.88M | $118.6M | 2.1% | -1.5% | 13F ↗ |
| 19 | EPD Enterprise Products Partners L.P. | 3.04M | $108.1M | 2.0% | -13.1% | 13F ↗ |
| 20 | NEE NextEra Energy, Inc. | 1.41M | $107.0M | 1.9% | -1.8% | 13F ↗ |
| 21 | CP Canadian Pacific Kansas City Limited | 1.25M | $106.6M | 1.9% | Unchanged | 13F ↗ |
| 22 | CCJ Cameco Corporation | 1.13M | $97.6M | 1.8% | Unchanged | 13F ↗ |
| 23 | WEC WEC Energy Group, Inc. | 799,694 | $80.6M | 1.5% | -2.7% | 13F ↗ |
| 24 | PNW Pinnacle West Capital Corporation | 806,623 | $75.0M | 1.4% | -11.7% | 13F ↗ |
| 25 | DY Dycom Industries, Inc. | 264,253 | $71.1M | 1.3% | +0.4% | 13F ↗ |
| 26 | OGE OGE Energy Corp | 1.45M | $66.0M | 1.2% | -4.0% | 13F ↗ |
| 27 | COHR Coherent Corp. | 217,963 | $62.7M | 1.1% | +2.3% | 13F ↗ |
| 28 | LNG Cheniere Energy, Inc. | 223,562 | $60.1M | 1.1% | +22.0% | 13F ↗ |
| 29 | DTE DTE Energy Company | 487,468 | $59.4M | 1.1% | -16.2% | 13F ↗ |
| 30 | AEE Ameren Corporation | 596,995 | $59.3M | 1.1% | -29.5% | 13F ↗ |
| 31 | ODFL Old Dominion Freight Line, Inc. | 303,555 | $52.8M | 1.0% | +137% | 13F ↗ |
| 32 | SBAC SBA Communications Corporation | 320,773 | $51.4M | 0.9% | -0.5% | 13F ↗ |
| 33 | ANET Arista Networks, Inc. | 242,037 | $49.3M | 0.9% | -22.6% | 13F ↗ |
| 34 | NRG NRG Energy, Inc. | 511,058 | $48.9M | 0.9% | -20.2% | 13F ↗ |
| 35 | LITE Lumentum Holdings Inc. | 50,297 | $48.9M | 0.9% | +26.0% | 13F ↗ |
| 36 | MGY Magnolia Oil & Gas Corporation | 2.02M | $47.6M | 0.9% | New | 13F ↗ |
| 37 | MPLX Mplx LP · Comm | 670,500 | $37.8M | 0.7% | Unchanged | 13F ↗ |
| 38 | AMT American Tower Corporation | 211,785 | $34.7M | 0.6% | +0.1% | 13F ↗ |
| 39 | EVRG Evergy, Inc. | 419,271 | $32.9M | 0.6% | +4060% | 13F ↗ |
| 40 | Newcleo Ltd Restricted Shares | 4.50M | $31.8M | 0.6% | New | 13F ↗ |
| 41 | LEU Centrus Energy Corp. | 226,342 | $31.6M | 0.6% | Unchanged | 13F ↗ |
| 42 | EQT EQT Corporation | 624,430 | $30.3M | 0.5% | -33.6% | 13F ↗ |
| 43 | DLR Digital Realty Trust, Inc. | 167,678 | $29.4M | 0.5% | +0.1% | 13F ↗ |
| 44 | USAR USA Rare Earth, Inc. | 2.00M | $28.2M | 0.5% | Unchanged | 13F ↗ |
| 45 | IRM Iron Mountain Incorporated | 243,693 | $27.0M | 0.5% | +14.7% | 13F ↗ |
| 46 | Rice Acquisition Corp 3 Units | 2.40M | $25.9M | 0.5% | Unchanged | 13F ↗ |
| 47 | TIC TIC Solutions, Inc. | 3.07M | $25.6M | 0.5% | -2.3% | 13F ↗ |
| 48 | ITG ITG, Inc. · Common Stocks | 3.15M | $24.5M | 0.4% | +0.6% | 13F ↗ |
| 49 | PLD Prologis, Inc. | 186,118 | $24.2M | 0.4% | +2430% | 13F ↗ |
| 50 | X-ENERGY, Inc Restricted Share | 1.89M | $24.1M | 0.4% | Unchanged | 13F ↗ |
Showing the top 50 of 89 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
6 new, 26 added to, 42 trimmed, 11 exited, 15 unchanged. By estimated dollars.
New positions (6)
Added to (26)
| EVRG Evergy, Inc. | 419,271 | +4060% | $32.1M |
| ODFL Old Dominion Freight Line, Inc. | 303,555 | +137% | $30.5M |
| PLD Prologis, Inc. | 186,118 | +2430% | $23.2M |
| NI NiSource Inc | 4.67M | +14.1% | $22.5M |
| FPS Forgent Power Solutions, Inc. | 600,000 | +200% | $15.0M |
| ALB Albemarle Corporation | 185,000 | +270% | $14.3M |
| LNG Cheniere Energy, Inc. | 223,562 | +22.0% | $10.9M |
| GLW Corning Incorporated | 783,523 | +9.6% | $10.5M |
| LITE Lumentum Holdings Inc. | 50,297 | +26.0% | $10.1M |
| EROC ERock, Inc. | 778,417 | +78.9% | $4.2M |
Trimmed (42)
| SRE Sempra | 225,000 | -88.1% | -$130.4M |
| AEE Ameren Corporation | 596,995 | -29.5% | -$24.8M |
| IDA IDACORP, Inc. | 1.63M | -7.8% | -$18.0M |
| EPD Enterprise Products Partners L.P. | 3.04M | -13.1% | -$16.3M |
| EQT EQT Corporation | 624,430 | -33.6% | -$15.3M |
| GEV GE Vernova Inc. | 154,481 | -9.0% | -$14.6M |
| ANET Arista Networks, Inc. | 242,037 | -22.6% | -$14.4M |
| NRG NRG Energy, Inc. | 511,058 | -20.2% | -$12.4M |
| TLN Talen Energy Corporation | 1.44M | -2.6% | -$12.1M |
| DTE DTE Energy Company | 487,468 | -16.2% | -$11.4M |
Exited (11)
| MPC Marathon Petroleum Corporation | 56,500 | Exited | -$14.4M |
| Sharonai Holdings Inc - Restri | 181,871 | Exited | -$12.5M |
| HTO H2O America | 100,000 | Exited | -$6.1M |
| WBI WaterBridge Infrastructure LLC | 170,000 | Exited | -$5.8M |
| CMCSA Comcast Corporation | 195,002 | Exited | -$4.8M |
| LAC Lithium Americas Corp. | 1.24M | Exited | -$4.8M |
| MWH SOLV Energy, Inc. | 75,000 | Exited | -$2.6M |
| CPK Chesapeake Utilities Corporation | 20,000 | Exited | -$2.4M |
| LAMR Lamar Advertising Company | 14,000 | Exited | -$2.2M |
| Exxon Mobil Corp | 12,800 | Exited | -$1.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 6, 2026 | 13F-HR | 89 | $5.5B | Current | SEC ↗ |
| Q2 2026 | Jul 30, 2026 | 13F-HR | 94 | $6.6B | Current | SEC ↗ |
| Q1 2026 | May 7, 2026 | 13F-HR | 90 | $6.0B | Current | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 87 | $5.7B | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 83 | $5.6B | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 77 | $4.5B | Current | SEC ↗ |
| Q1 2025 | May 9, 2025 | 13F-HR | 79 | $3.9B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer