EdgeMarket › What Reaves W H & Co Inc reported owning
What Reaves W H & Co Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.0BPositions
90Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TLN Talen Energy Corp | 482.3M | 8.0% | 1.5M | 314.46 | -12.7% |
| CEG Constellation Energy Corp | 336.1M | 5.6% | 1.2M | 272.88 | -13.2% |
| VST Vistra Corp. | 314.9M | 5.2% | 2.1M | 136.21 | -29.4% |
| CNP CENTERPOINT ENERGY INC | 302.3M | 5.0% | 7.0M | 38.77 | +0.7% |
| XEL XCEL ENERGY INC | 281.9M | 4.7% | 3.5M | 76.30 | +4.3% |
| IDA IDACORP INC | 257.4M | 4.3% | 1.8M | 137.20 | +8.3% |
| ETR ENTERGY CORP /DE/ | 252.0M | 4.2% | 2.2M | 104.62 | +16.5% |
| LNT ALLIANT ENERGY CORP | 214.8M | 3.6% | 3.0M | 67.86 | +2.3% |
| SRE SEMPRA | 200.9M | 3.3% | 2.1M | 82.89 | +0.6% |
| NI NISOURCE INC. | 191.9M | 3.2% | 4.1M | 40.62 | -4.5% |
| EQIX EQUINIX INC | 170.4M | 2.8% | 173.8K | 1,065.39 | +37.2% |
| CMS CMS ENERGY CORP | 164.0M | 2.7% | 2.1M | 68.27 | -6.5% |
| GEV GE Vernova Inc. | 152.8M | 2.5% | 175.1K | 956.85 | +58.3% |
| WMB WILLIAMS COMPANIES, INC. | 152.1M | 2.5% | 2.1M | 70.49 | +23.2% |
| PPL PPL Corp | 141.6M | 2.3% | 3.7M | 34.38 | -7.3% |
| PWR QUANTA SERVICES, INC. | 137.4M | 2.3% | 250.3K | 639.34 | +70.1% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 132.2M | 2.2% | 3.5M | 38.01 | +20.6% |
| MP MP Materials Corp. / DE | 125.9M | 2.1% | 2.6M | 60.05 | -11.9% |
| DTM DT Midstream, Inc. | 125.6M | 2.1% | 932.5K | 126.77 | +23.6% |
| CCJ CAMECO CORP | 122.4M | 2.0% | 1.1M | 102.51 | +45.5% |
| NEE NEXTERA ENERGY INC | 122.2M | 2.0% | 1.3M | 83.65 | +9.8% |
| AEE AMEREN CORP | 117.9M | 2.0% | 1.1M | 106.13 | +4.1% |
| PNW PINNACLE WEST CAPITAL CORP | 108.6M | 1.8% | 1.1M | 97.36 | +5.5% |
| NRG NRG ENERGY, INC. | 107.3M | 1.8% | 734.3K | 113.11 | -23.7% |
| GLW CORNING INC /NY | 103.8M | 1.7% | 763.2K | 149.84 | +132.0% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 84.8M | 1.4% | 1.1M | 96.69 | +30.2% |
| DY DYCOM INDUSTRIES INC | 84.1M | 1.4% | 248.1K | 392.95 | +52.7% |
| OGE OGE ENERGY CORP. | 76.9M | 1.3% | 1.6M | 45.62 | +0.8% |
| EQT EQT Corp | 69.4M | 1.2% | 1.1M | 53.72 | +4.6% |
| WEC WEC ENERGY GROUP, INC. | 65.2M | 1.1% | 563.0K | 106.01 | -2.7% |
| SBAC SBA COMMUNICATIONS CORP | 55.5M | 0.9% | 322.5K | 182.59 | -18.4% |
| MPC Marathon Petroleum Corp | 53.9M | 0.9% | 220.6K | 360.72 | +117.5% |
| ANET Arista Networks, Inc. | 51.0M | 0.8% | 415.2K | 188.65 | +43.5% |
| COHR COHERENT CORP. | 49.0M | 0.8% | 205.8K | 289.52 | +234.5% |
| DTE DTE ENERGY CO | 47.3M | 0.8% | 323.7K | 135.22 | -3.8% |
| unmapped CUSIP 025537101 | 45.2M | 0.7% | 344.7K | — | — |
| MPLX MPLX LP | 38.3M | 0.6% | 670.5K | 58.41 | +15.7% |
| LEU CENTRUS ENERGY CORP | 36.8M | 0.6% | 211.9K | 186.26 | +5.8% |
| USAR USA Rare Earth, Inc. | 35.1M | 0.6% | 2.3M | 19.26 | +35.0% |
| NFG NATIONAL FUEL GAS CO | 29.5M | 0.5% | 314.5K | 82.48 | -5.2% |
| LITE Lumentum Holdings Inc. | 29.4M | 0.5% | 41.8K | 866.71 | +647.9% |
| unmapped CUSIP 984111777 | 27.5M | 0.5% | 1.9M | — | — |
| unmapped CUSIP G7553X122 | 25.4M | 0.4% | 2.4M | — | — |
| CCI CROWN CASTLE INC. | 23.4M | 0.4% | 287.6K | 75.51 | -26.6% |
| TMUS T-Mobile US, Inc. | 22.5M | 0.4% | 107.0K | 183.04 | -29.3% |
| IRM IRON MOUNTAIN INC | 21.8M | 0.4% | 213.5K | 122.02 | +33.7% |
| TIC TIC Solutions, Inc. | 20.2M | 0.3% | 3.1M | 9.51 | -5.3% |
| VRT Vertiv Holdings Co | 18.3M | 0.3% | 72.9K | 261.95 | +105.4% |
| PEG PUBLIC SERVICE ENTERPRISE GROUP INC | 17.4M | 0.3% | 215.1K | 72.61 | -14.7% |
| DLR DIGITAL REALTY TRUST, INC. | 16.9M | 0.3% | 94.0K | 190.62 | +15.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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