REAVES W H & CO INC
Q2 2026 Form 13-F

JERSEY CITY, NEW JERSEY
CIK 0000740913 · Institutional investment manager
Consolidated report · includes 1 manager since Q1 2016
$6.6B Reported Value Total
Reported value
$6.6B
Quarter over quarter
+8.1%
Holdings
94
Top-10 concentration
45.5%

Filing Structure

Reports holdings for

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Stephen Gavlick
Chief Compliance Officer
Q1 2026
Q3 2026
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

Loading 13F Metrics

Q2 2026 13F filing summary

Period of report June 30, 2026
Filed July 30, 2026
Form 13F-HR
Reported value $6.6B
Positions 94
Change in reported value +9.4%
New positions 12
Exited positions 8
Position turnover 19.6%
Top-10 concentration 45.5%

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 · Q2 2026

# Holding Reported value % of portfolio
1 TLN TALEN ENERGY CORP $567.4M 8.61%
2 ETR ENTERGY CORP NEW COM $342.1M 5.19%
3 VST VISTRA CORP. $328.5M 4.98%
4 CEG CONSTELLATION ENERGY CORP $325.5M 4.94%
5 CNP CENTERPOINT ENERGY INC $291.9M 4.43%
6 XEL XCEL ENERGY INC COM $269.7M 4.09%
7 IDA IDACORP INC COM $267.8M 4.06%
8 LNT ALLIANT ENERGY CORP COM $212.4M 3.22%
9 GEV GE VERNOVA INC $199.5M 3.03%
10 NI NISOURCE INC COM $194.4M 2.95%
11 GLW CORNING INC COM $182.6M 2.77%
12 EQIX EQUINIX INC COM NEW $181.0M 2.75%
13 PWR QUANTA SVCS INC COM $177.3M 2.69%
14 SRE SEMPRA $176.0M 2.67%
15 DTM DT MIDSTREAM INC $157.8M 2.39%
16 WMB WILLIAMS COS INC COM $157.2M 2.38%
17 CMS CMS ENERGY CORP COM $146.1M 2.22%
18 MP MP MATLS CORP $146.0M 2.22%
19 AEP AMERICAN ELEC PWR INC COM $136.1M 2.06%
20 DY DYCOM INDS INC COM $133.1M 2.02%

Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.

Loading Activities
Loading Sector Allocation
Crunching numbers
Loading Performance
Finding Potential New Buys
Building table
Loading SEC filing data
Loading Form 4 Filings
Loading 13D/G filings