Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
REAVES W H & CO INC (CIK 740913) reported $6.03B across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TLN ($482.3M, 8.00%), CEG ($336.1M, 5.58%), VST ($314.9M, 5.23%), CNP ($302.3M, 5.02%), XEL ($281.9M, 4.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TLN | TALEN ENERGY CORP | $482.3M | 8.00% | 1.5M | Trimmed |
| 2 | CEG | CONSTELLATION ENERGY CORP | $336.1M | 5.58% | 1.2M | Added |
| 3 | VST | VISTRA CORP. | $314.9M | 5.23% | 2.1M | Trimmed |
| 4 | CNP | CENTERPOINT ENERGY INC | $302.3M | 5.02% | 7.0M | Trimmed |
| 5 | XEL | XCEL ENERGY INC COM | $281.9M | 4.68% | 3.5M | Trimmed |
| 6 | IDA | IDACORP INC COM | $257.4M | 4.27% | 1.8M | Trimmed |
| 7 | ETR | ENTERGY CORP NEW COM | $252.0M | 4.18% | 2.2M | Trimmed |
| 8 | LNT | ALLIANT ENERGY CORP COM | $214.8M | 3.56% | 3.0M | Trimmed |
| 9 | SRE | SEMPRA | $200.9M | 3.33% | 2.1M | Trimmed |
| 10 | NI | NISOURCE INC COM | $191.9M | 3.18% | 4.1M | Trimmed |
| 11 | EQIX | EQUINIX INC COM NEW | $170.4M | 2.83% | 173,816 | Added |
| 12 | CMS | CMS ENERGY CORP COM | $164.0M | 2.72% | 2.1M | Added |
| 13 | GEV | GE VERNOVA INC | $152.8M | 2.54% | 175,052 | Added |
| 14 | WMB | WILLIAMS COS INC COM | $152.1M | 2.52% | 2.1M | Added |
| 15 | PPL | PPL CORP COM | $141.6M | 2.35% | 3.7M | Trimmed |
| 16 | PWR | QUANTA SVCS INC COM | $137.4M | 2.28% | 250,284 | Trimmed |
| 17 | EPD | ENTERPRISE PRODUCTS PARTNERS L | $132.2M | 2.19% | 3.5M | Hold |
| 18 | MP | MP MATLS CORP | $125.9M | 2.09% | 2.6M | Trimmed |
| 19 | DTM | DT MIDSTREAM INC | $125.6M | 2.08% | 932,483 | Added |
| 20 | NEE | NEXTERA ENERGY INC COM | $122.2M | 2.03% | 1.3M | Trimmed |
| 21 | CCJ | CAMECO CORP COM | $122.4M | 2.03% | 1.1M | Trimmed |
| 22 | AEE | AMEREN CORP COM | $117.9M | 1.96% | 1.1M | Trimmed |
| 23 | PNW | PINNACLE WEST CAP CORP COM | $108.6M | 1.80% | 1.1M | Trimmed |
| 24 | NRG | NRG ENERGY INC COM | $107.3M | 1.78% | 734,285 | Added |
| 25 | GLW | CORNING INC COM | $103.8M | 1.72% | 763,193 | Added |
Source: SEC Form 13F filings · as of 2026-03-31