Arkolith/Funds/REAVES W H & CO INC

REAVES W H & CO INC

CIK: 740913Q1 2026
Active Filer
Portfolio Value
$6.0B
Positions
114
New Buys
9
5 sold
Changes
44 ↑ / 40 ↓

Top HoldingsQ1 2026

114 total positions
#SecurityValueShares% PortChangeΔ Shares
1TALEN ENERGY CORP
COM
$336.9M1.06M5.6%
ADDED
+590.0K
2CENTERPOINT ENERGY INC
COM
$202.8M4.70M3.4%
ADDED
+2.34M
3IDACORP INC COM
COM
$194.2M1.36M3.2%
ADDED
+906.7K
4CONSTELLATION ENERGY CORP
COM
$185.7M665.2K3.1%
ADDED
+166.9K
5XCEL ENERGY INC COM
COM
$177.5M2.23M2.9%
ADDED
+889.7K
6ENTERGY CORP NEW COM
COM
$175.5M1.56M2.9%
ADDED
+782.0K
7EQUINIX INC COM NEW
COM
$170.4M173.8K2.8%
ADDED
+4.8K
8VISTRA CORP.
COM
$166.6M1.11M2.8%
ADDED
+99.9K
9GE VERNOVA INC
COM
$152.8M175.1K2.5%
ADDED
+101.6K
10WILLIAMS COS INC COM
COM
$152.1M2.09M2.5%
ADDED
+795.3K
11CONSTELLATION ENERGY CORP
COM
$150.3M538.3K2.5%
ADDED
+40.0K
12VISTRA CORP.
COM
$148.3M986.2K2.5%
REDUCED
-22,240
13TALEN ENERGY CORP
COM
$145.3M455.2K2.4%
REDUCED
-10,263
14NISOURCE INC COM
COM
$142.4M3.05M2.4%
ADDED
+1.30M
15ALLIANT ENERGY CORP COM
COM
$142.3M1.98M2.4%
ADDED
+908.3K
16QUANTA SVCS INC COM
COM
$137.4M250.3K2.3%
REDUCED
-20,325
17ENTERPRISE PRODUCTS PARTNERS L
LP
$132.2M3.49M2.2%
—HELD
0
18SEMPRA
COM
$129.4M1.33M2.1%
ADDED
+524.7K
19MP MATLS CORP
COM
$125.9M2.61M2.1%
REDUCED
-756
20DT MIDSTREAM INC
COM
$125.6M932.5K2.1%
ADDED
+169.7K
21CAMECO CORP COM
COM
$122.4M1.13M2.0%
REDUCED
-327,093
22CMS ENERGY CORP COM
COM
$111.1M1.43M1.8%
ADDED
+818.0K
23XCEL ENERGY INC COM
COM
$104.4M1.31M1.7%
REDUCED
-29,653
24CORNING INC COM
COM
$103.8M763.2K1.7%
ADDED
+4.1K
25CENTERPOINT ENERGY INC
COM
$99.4M2.30M1.6%
REDUCED
-51,949
Showing top 25 of 114 positions

Filing History

Q1 2026109 pos
$6.0B
Q4 2025105 pos
$5.7B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 7, 2026