Data as of Q4 2025 (Dec 31, 2025)

REAVES W H & CO INC

•CIK: 740913•Filing: Q4 2025

Reaves W H & Co Inc, led by the seasoned investor William H. Reaves Jr., is known for its concentrated, high-conviction strategy, currently managing $5.7 billion in assets across 87 positions. The fund recently made notable shifts by adding GEV and LAC with significant weight increases, while cutting AWC and DUK drastically, reflecting its focus on energy and infrastructure sectors.

Total AUM
$5.7B
QoQ Performance
+1.8%
Positions
87
Top 10 Concentration
51.7%
Latest Filing
Q4 2025

Top Holdings Allocation

TLN
CEG
VST
CNP
TLN10.0%
CEG7.0%
VST6.2%
CNP5.1%
XEL4.6%
IDA4.0%
NI4.0%
ETR4.0%

📈 Biggest Buys

LNT
ALLIANT ENERGY CORP COM
+71.8%
3.5% of portfolio
NEE
NEXTERA ENERGY INC COM
+123.9%
1.9% of portfolio
SRE
SEMPRA
+34.1%
3.3% of portfolio
VST
VISTRA CORP.
+14.5%
6.2% of portfolio
NRA
NRG ENERGY INC COM
+93.5%
1.6% of portfolio

📉 Biggest Sells

PEG
PUBLIC SVC ENTERPRISE GROUP IN
-70.5%
0.8% of portfolio
AWC
AMERICAN WATER WORKS
-97.8%
0.0% of portfolio
CMCSA
COMCAST CORP CLASS A
-62.9%
0.4% of portfolio
CHTR
CHARTER COMMUNICATIONS INC
-85.7%
0.1% of portfolio
UNP
UNION PAC CORP COM
-57.5%
0.3% of portfolio

Sector Breakdown

Other92.5%
Utilities2.7%
Real Estate2.6%
Communication1.0%
Energy0.5%
Industrial0.4%
Financial0.2%
Materials0.0%

🚪 Exited Positionssold since Q3 2025

CSX
CSX CORP COM
SOLD
$5.3M
T
AT & T INC. (NEW)
SOLD
$5.1M
CNR
CANADIAN NATL RY CO COM
SOLD
$2.7M
—
SCE TRUST IV 5.375 PFD
SOLD
$1.5M
EIX
EDISON INTL COM
SOLD
$360.4K
+1 more exited positions

Changes from Q3 2025

NEW10 new positions
↑27 increased
↓32 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

TLN10.0%
TALEN ENERGY CORP
$570.4M
CEG7.0%
CONSTELLATION ENERGY CORP
$400.6M
VST6.2%
VISTRA CORP.
$354.5M
CNP5.1%
CENTERPOINT ENERGY INC
$293.9M
XEL4.6%
XCEL ENERGY INC COM
$264.4M

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