Reaves W H & Co as of June 30, 2025
Portfolio Holdings for Reaves W H & Co
Reaves W H & Co holds 77 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Talen Energy Corp (TLN) | 8.1 | $364M | 1.3M | 290.77 | |
| Vistra Energy (VST) | 6.7 | $304M | 1.6M | 193.81 | |
| Constellation Energy (CEG) | 5.9 | $266M | 823k | 322.76 | |
| CenterPoint Energy (CNP) | 5.1 | $230M | 6.3M | 36.74 | |
| Ida (IDA) | 4.0 | $181M | 1.6M | 115.45 | |
| Xcel Energy (XEL) | 3.8 | $171M | 2.5M | 68.10 | |
| Entergy Corporation (ETR) | 3.6 | $164M | 2.0M | 83.12 | |
| NiSource (NI) | 3.3 | $150M | 3.7M | 40.34 | |
| PNM Resources (TXNM) | 3.2 | $145M | 2.6M | 56.32 | |
| Public Service Enterprise (PEG) | 3.0 | $133M | 1.6M | 84.18 | |
| Pinnacle West Capital Corporation (PNW) | 3.0 | $133M | 1.5M | 89.47 | |
| CMS Energy Corporation (CMS) | 2.9 | $130M | 1.9M | 69.28 | |
| PPL Corporation (PPL) | 2.9 | $130M | 3.8M | 33.89 | |
| Equinix (EQIX) | 2.8 | $126M | 159k | 795.47 | |
| Sempra Energy (SRE) | 2.6 | $117M | 1.5M | 75.77 | |
| Cameco Corporation (CCJ) | 2.6 | $116M | 1.6M | 74.23 | |
| Enterprise Products Partners L LP (EPD) | 2.5 | $111M | 3.6M | 31.01 | |
| Quanta Services (PWR) | 2.3 | $103M | 272k | 378.08 | |
| Sba Communications Corp (SBAC) | 2.3 | $102M | 433k | 234.84 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.8 | $81M | 197k | 408.81 | |
| Dt Midstream (DTM) | 1.7 | $77M | 698k | 109.91 | |
| DTE Energy Company (DTE) | 1.6 | $74M | 561k | 132.46 | |
| Alliant Energy Corporation (LNT) | 1.5 | $70M | 1.2M | 60.47 | |
| Union Pacific Corporation (UNP) | 1.5 | $69M | 301k | 230.08 | |
| Comcast Corporation (CMCSA) | 1.5 | $66M | 1.9M | 35.69 | |
| Nextera Energy (NEE) | 1.4 | $62M | 894k | 69.42 | |
| Norfolk Southern (NSC) | 1.2 | $56M | 219k | 255.97 | |
| Oge Energy Corp (OGE) | 1.2 | $55M | 1.2M | 44.38 | |
| Atmos Energy Corporation (ATO) | 1.1 | $48M | 313k | 154.11 | |
| Oneok (OKE) | 1.1 | $48M | 584k | 81.63 | |
| Williams Companies (WMB) | 1.0 | $47M | 748k | 62.81 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.0 | $45M | 350k | 128.41 | |
| Ameren Corporation (AEE) | 1.0 | $44M | 454k | 96.04 | |
| American Tower Reit (AMT) | 0.9 | $43M | 193k | 221.02 | |
| Cogent Communications (CCOI) | 0.9 | $40M | 820k | 48.21 | |
| Centrus Energy Corp cl a (LEU) | 0.8 | $38M | 209k | 183.18 | |
| Metropcs Communications (TMUS) | 0.8 | $37M | 154k | 238.26 | |
| Mplx Lp Com Unit Rep LP (MPLX) | 0.8 | $35M | 671k | 51.51 | |
| Mp Materials Corp (MP) | 0.7 | $32M | 965k | 33.27 | |
| PG&E Corporation (PCG) | 0.7 | $30M | 2.2M | 13.94 | |
| Dycom Industries (DY) | 0.7 | $30M | 122k | 244.39 | |
| Frontier Communications Pare (FYBR) | 0.6 | $26M | 708k | 36.40 | |
| Marathon Petroleum Corp (MPC) | 0.6 | $25M | 150k | 166.11 | |
| American Water Works (AWK) | 0.5 | $22M | 156k | 139.11 | |
| NRG Energy (NRG) | 0.5 | $21M | 133k | 160.58 | |
| EQT Corporation (EQT) | 0.4 | $19M | 329k | 58.32 | |
| Digital Realty Trust (DLR) | 0.3 | $13M | 75k | 174.33 | |
| Old Dominion Freight Line (ODFL) | 0.3 | $12M | 74k | 162.30 | |
| Ge Vernova (GEV) | 0.2 | $11M | 20k | 529.15 | |
| Linde (LIN) | 0.2 | $10M | 21k | 469.18 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $8.9M | 18k | 485.77 | |
| Johnson Controls International Plc equity (JCI) | 0.1 | $5.3M | 51k | 105.62 | |
| At&t (T) | 0.1 | $5.2M | 181k | 28.94 | |
| Chesapeake Utilities Corporation (CPK) | 0.1 | $3.6M | 30k | 120.22 | |
| Reaves Util Income Fd Com Sh B Cef (UTG) | 0.1 | $3.2M | 89k | 36.18 | |
| Canadian Natl Ry (CNI) | 0.1 | $3.0M | 29k | 104.04 | |
| Lamar Advertising Co-a (LAMR) | 0.1 | $3.0M | 25k | 121.36 | |
| Southern Company (SO) | 0.1 | $2.8M | 30k | 91.83 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.9M | 18k | 107.80 | |
| Chevron Corporation (CVX) | 0.0 | $1.6M | 11k | 143.19 | |
| Sce Trust Iv 5.375 P PFD (SCE.PJ) | 0.0 | $1.4M | 63k | 22.78 | |
| Deutsche Telekom (DTEGY) | 0.0 | $1.4M | 38k | 36.35 | |
| Apple (AAPL) | 0.0 | $985k | 4.8k | 205.17 | |
| Duke Energy (DUK) | 0.0 | $963k | 8.2k | 118.00 | |
| Philip Morris International (PM) | 0.0 | $911k | 5.0k | 182.13 | |
| MDU Resources (MDU) | 0.0 | $834k | 50k | 16.67 | |
| Everus Constr Group (ECG) | 0.0 | $794k | 13k | 63.53 | |
| Prologis (PLD) | 0.0 | $773k | 7.4k | 105.12 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $741k | 9.3k | 79.27 | |
| Exelon Corporation (EXC) | 0.0 | $731k | 17k | 43.42 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $673k | 15k | 44.82 | |
| PPG Industries (PPG) | 0.0 | $569k | 5.0k | 113.75 | |
| Johnson & Johnson (JNJ) | 0.0 | $501k | 3.3k | 152.75 | |
| Altria (MO) | 0.0 | $469k | 8.0k | 58.63 | |
| Edison International (EIX) | 0.0 | $340k | 6.6k | 51.60 | |
| Northwest Natural Holdin (NWN) | 0.0 | $235k | 5.9k | 39.72 | |
| Verizon Communications (VZ) | 0.0 | $202k | 4.7k | 43.27 |