Institutions / REAVES W H & CO INC / Holdings

Reaves W H & Co Inc

All holdings · as of Dec 31, 2025

Company	Class	Value ↓	Shares	% of portfolio
Talen Energy Corp	—	$570.39M	1,521,697	10.0%
Constellation Energy Corp	—	$400.59M	1,133,945	7.0%
Vistra Corp.	—	$354.49M	2,197,292	6.2%
CenterPoint Energy Inc	—	$293.93M	7,666,518	5.1%
XCEL ENERGY INC	—	$264.41M	3,579,918	4.6%
IDACORP Inc	—	$228.80M	1,807,811	4.0%
NiSource Inc	—	$226.54M	5,424,733	4.0%
ENTERGY CORP /DE	—	$226.14M	2,446,593	4.0%
ALLIANT ENERGY CORP	—	$198.75M	3,057,253	3.5%
Sempra	—	$188.98M	2,140,395	3.3%
PPL Corp	—	$154.96M	4,424,814	2.7%
PINNACLE WEST CAPITAL CORP	—	$152.54M	1,719,774	2.7%
CMS ENERGY CORP	—	$145.96M	2,087,283	2.6%
Helix Acquisition Corp. III	—	$145.88M	2,477,663	2.6%
CAMECO CORP COM	—	$133.02M	1,453,978	2.3%
MP Materials Corp. / DE	—	$131.83M	2,609,526	2.3%
Equinix Inc	—	$129.46M	168,968	2.3%
Quanta Services Inc	—	$114.21M	270,609	2.0%
ENTERPRISE PRODUCTS PARTNERS L.P.EPD	MLP	$112.02M	3,493,940	2.0%
Ameren Corp	—	$108.31M	1,084,664	1.9%
NEXTERA ENERGY INC	—	$106.74M	1,329,628	1.9%
DT Midstream, Inc.	—	$91.29M	762,753	1.6%
NRG Energy Inc	—	$91.03M	571,628	1.6%
OGE Energy Corp	—	$83.02M	1,944,201	1.5%
Williams Cos Inc/The	—	$77.81M	1,294,417	1.4%
SBA Communications Corp	—	$70.11M	362,464	1.2%
CORNING INC /NY	—	$66.46M	759,075	1.2%
EQT Corp	—	$62.28M	1,161,975	1.1%
DTE ENERGY CO	—	$53.85M	417,526	0.9%
DYCOM INDUSTRIES INC	—	$48.39M	143,212	0.8%
GE Vernova Inc.	—	$47.97M	73,403	0.8%
PUBLIC SERVICE ENTERPRISE GROUP INC	—	$45.21M	562,991	0.8%
CENTRUS ENERGY CORP	—	$42.36M	174,500	0.7%
WEC ENERGY GROUP, INC.	—	$39.81M	377,501	0.7%
NORFOLK SOUTHERN CORP	—	$37.82M	131,000	0.7%
MPLX LPMPLX	MLP	$35.78M	670,500	0.6%
ONEOK Inc	—	$33.94M	461,740	0.6%
T-Mobile US, Inc.TMUS	Common Stock	$30.59M	150,637	0.5%
Crown Castle Inc	—	$29.04M	326,798	0.5%
X-ENERGY REACTOR CO. LLC SERIE	—	$27.50M	1,891,802	0.5%
Marathon Petroleum Corp	—	$27.16M	167,000	0.5%
RICE ACQUISITION CORPORATION 3	—	$25.20M	2,400,000	0.4%
NATIONAL FUEL GAS - Restricted	—	$25.00M	314,465	0.4%
FRONTIER COMMUNICATIONS PARENT	—	$22.38M	587,933	0.4%
TIC Solutions, Inc.	—	$21.74M	2,149,991	0.4%
Comcast Corp.	—	$20.63M	690,100	0.4%
Union Pacific Corp	—	$18.54M	80,163	0.3%
American Tower Corp	—	$17.21M	98,037	0.3%
Digital Realty Trust Inc	—	$14.59M	94,303	0.3%
Vertiv Holdings Co	—	$13.43M	82,880	0.2%