§ 13F · FUND PROFILE
REAVES W H & CO INC.
AUM · $6.6B (13F)Positions · 112Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$167M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TLN | TALEN ENERGY CORP | 1.05M | $405M | 6.1% | −2% |
| 2 | ETR | ENTERGY CORP NEW COM | 2.36M | $271M | 4.1% | +33% |
| 3 | IDA | IDACORP INC COM | 1.34M | $203M | 3.1% | −2% |
| 4 | CNP | CENTERPOINT ENERGY INC | 4.55M | $200M | 3.0% | −5% |
| 5 | GEV | GE VERNOVA INC | 170K | $200M | 3.0% | −3% |
| 6 | VST | VISTRA CORP. | 1.19M | $188M | 2.9% | −1% |
| 7 | CEG | CONSTELLATION ENERGY CORP | 754K | $187M | 2.8% | +9% |
| 8 | GLW | CORNING INC COM | 715K | $183M | 2.8% | −6% |
| 9 | EQIX | EQUINIX INC COM NEW | 174K | $181M | 2.7% | ±0% |
| 10 | PWR | QUANTA SVCS INC COM | 246K | $177M | 2.7% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REAVES SIGNAL
AC read
REAVES W H & CO INC is a Other fund managing $6.6 billion in assets. The fund runs a portfolio of 112 positions.
Read the full dossier →