REAVES W H & CO INC
Q4 2024 Form 13-F

JERSEY CITY, NEW JERSEY
CIK 0000740913 · Institutional investment manager
Consolidated report · includes 1 manager since Q1 2016
$3.8B Reported Value Total
Reported value
$3.8B
Quarter over quarter
+1.2%
Holdings
73
Top-10 concentration
42.0%

Filing Structure

Reports holdings for

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Stephen Gavlick
Chief Compliance Officer

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Q4 2024 13F record

Q4 2024 13F filing summary

Q4 2024 Form 13F portfolio summary
Period of report December 31, 2024
Filed February 06, 2025
Form 13F-HR
Reported value $3.8B
Positions 73
Change in reported value +3.8%
New positions 6
Exited positions 10
Position turnover 19.3%
Top-10 concentration 42.0%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q3 2026 13F
Filed Nov 6, 2026
89 $5.5B
Q2 2026 13F
Filed Jul 30, 2026
94 $6.6B
Q1 2026 13F
Filed May 7, 2026
90 $6.0B
Q4 2025 13F
Filed Feb 10, 2026
87 $5.7B
Q3 2025 13F
Filed Nov 6, 2025
83 $5.6B
Q2 2025 13F
Filed Aug 11, 2025
77 $4.5B
Q1 2025 13F
Filed May 9, 2025
79 $3.9B
Q4 2024 13F
Filed Feb 6, 2025
73 $3.8B
Q3 2024 13F
Filed Nov 5, 2024
77 $3.7B
Q2 2024 13F
Filed Aug 8, 2024
78 $3.0B
Q1 2024 13F
Filed May 7, 2024
72 $2.8B
Q4 2023 13F
Filed Feb 7, 2024
72 $2.8B
Q3 2023 13F
Filed Nov 7, 2023
68 $2.5B
Q2 2023 13F
Filed Aug 7, 2023
68 $2.7B
Q1 2023 13F
Filed May 9, 2023
66 $2.8B
Q4 2022 13F
Filed Feb 9, 2023
66 $2.8B
Q3 2022 13F
Filed Nov 8, 2022
64 $2.7B
Q2 2022 13F
Filed Aug 5, 2022
71 $2.9B
Q1 2022 13F
Filed May 5, 2022
67 $3.1B
Q4 2021 13F
Filed Feb 9, 2022
71 $3.3B

34 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q4 2024

Largest Q4 2024 13F positions by reported value
# Holding Reported value % of portfolio
1 TLN TALEN ENERGY CORP $256.0M 6.75%
2 VST VISTRA CORP. $226.2M 5.96%
3 CEG CONSTELLATION ENERGY CORP $187.4M 4.94%
4 ETR ENTERGY CORP NEW COM $152.6M 4.02%
5 NI NISOURCE INC COM $148.0M 3.9%
6 PNM TXNM ENERGY INC $143.0M 3.77%
7 PPL PPL CORP COM $128.3M 3.38%
8 NEE NEXTERA ENERGY INC COM $119.4M 3.15%
9 PNW PINNACLE WEST CAP CORP COM $117.9M 3.11%
10 SRE SEMPRA $115.6M 3.05%
11 EPD ENTERPRISE PRODUCTS PARTNERS L $112.7M 2.97%
12 EQIX EQUINIX INC COM NEW $109.2M 2.88%
13 IDA IDACORP INC COM $109.1M 2.88%
14 DTE DTE ENERGY CO COM $106.4M 2.81%
15 XEL XCEL ENERGY INC COM $98.3M 2.59%
16 DTM DT MIDSTREAM INC $97.6M 2.57%
17 SBAC SBA COMMUNICATIONS COR CL A $88.2M 2.32%
18 CNP CENTERPOINT ENERGY INC $87.9M 2.32%
19 ATO ATMOS ENERGY CORP COM $86.0M 2.27%
20 CMS CMS ENERGY CORP COM $85.2M 2.25%

Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.

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