Reaves W H & Co Inc holds a diversified book of 90 stocks worth $6.0B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened American Electric Power and trimmed Talen Energy Corp. Their largest long position is Talen Energy Corp at 8% of the equity book.
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Use Arkolith to show REAVES W H & CO INC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Talen Energy Corp COM | $482.3M | 1.51M | 8.0% | ▼−0.7% Reduced · −11K sh | |
| 2 | Constellation Energy Corp COM | $336.1M | 1.20M | 5.6% | ▲+6.1% Added · +70K sh | |
| 3 | Vistra Corp. COM | $314.9M | 2.09M | 5.2% | ▼−4.7% Reduced · −103K sh | |
| 4 | Centerpoint Energy Inc COM | $302.3M | 7.00M | 5.0% | ▼−8.7% Reduced · −663K sh | |
| 5 | Xcel Energy Inc Com COM | $281.9M | 3.55M | 4.7% | ▼−0.9% Reduced · −31K sh | |
| 6 | Idacorp Inc Com COM | $257.4M | 1.80M | 4.3% | ▼−0.4% Reduced · −7K sh | |
| 7 | Entergy Corp New Com COM | $252.0M | 2.24M | 4.2% | ▼−8.3% Reduced · −204K sh | |
| 8 | Alliant Energy Corp Com COM | $214.8M | 2.99M | 3.6% | ▼−2.1% Reduced · −64K sh | |
| 9 | Sempra COM | $200.9M | 2.07M | 3.3% | ▼−3.4% Reduced · −72K sh | |
| 10 | Nisource Inc Com COM | $191.9M | 4.11M | 3.2% | ▼−24% Reduced · −1.3M sh | |
| 11 | Equinix Inc Com New COM | $170.4M | 173.8K | 2.8% | ▲+2.9% Added · +5K sh | |
| 12 | CMS Energy Corp Com COM | $164.0M | 2.11M | 2.7% | ▲+1.3% Added · +27K sh | |
| 13 | Ge Vernova Inc COM | $152.8M | 175.1K | 2.5% | ▲+138% Added · +102K sh | |
| 14 | Williams Cos Inc Com COM | $152.1M | 2.09M | 2.5% | ▲+61% Added · +795K sh | |
| 15 | PPL Corp Com COM | $141.6M | 3.71M | 2.3% | ▼−16% Reduced · −719K sh | |
| 16 | Quanta Svcs Inc Com COM | $137.4M | 250.3K | 2.3% | ▼−7.5% Reduced · −20K sh | |
| 17 | Enterprise Products Partners L LP | $132.2M | 3.49M | 2.2% | —Held | |
| 18 | MP Matls Corp COM | $125.9M | 2.61M | 2.1% | ▼~0% Reduced · −756 sh | |
| 19 | DT Midstream Inc COM | $125.6M | 932.5K | 2.1% | ▲+22% Added · +170K sh | |
| 20 | Cameco Corp Com COM | $122.4M | 1.13M | 2.0% | ▼−22% Reduced · −327K sh | |
| 21 | NextEra Energy Inc Com COM | $122.2M | 1.32M | 2.0% | ▼−1.0% Reduced · −13K sh | |
| 22 | Ameren Corp Com COM | $117.9M | 1.07M | 2.0% | ▼−1.1% Reduced · −12K sh | |
| 23 | Pinnacle West Cap Corp Com COM | $108.6M | 1.08M | 1.8% | ▼−37% Reduced · −642K sh | |
| 24 | NRG Energy Inc Com COM | $107.3M | 734.3K | 1.8% | ▲+28% Added · +163K sh | |
| 25 | Corning Inc Com COM | $103.8M | 763.2K | 1.7% | ▲+0.5% Added · +4K sh | |
| 26 | Canadian Pacific Kansas City L COM | $84.8M | 1.08M | 1.4% | ▲132× Added · +1.1M sh | |
| 27 | Dycom Inds Inc Com COM | $84.1M | 248.1K | 1.4% | ▲+73% Added · +105K sh | |
| 28 | Oge Energy Corp Com COM | $76.9M | 1.60M | 1.3% | ▼−18% Reduced · −341K sh | |
| 29 | Eqt Corp Com COM | $69.4M | 1.09M | 1.2% | ▼−6.2% Reduced · −72K sh | |
| 30 | Wec Energy Group Inc Com COM | $65.2M | 563.0K | 1.1% | ▲+49% Added · +185K sh | |
| 31 | Sba Communications Cor CL A COM | $55.5M | 322.5K | 0.9% | ▼−11% Reduced · −40K sh | |
| 32 | Marathon Petroleum Corp COM | $53.9M | 220.6K | 0.9% | ▲+32% Added · +54K sh | |
| 33 | Arista Networks Inc COM | $51.0M | 415.2K | 0.8% | ▲18× Added · +392K sh | |
| 34 | Coherent Corp COM | $49.0M | 205.8K | 0.8% | ▲+692% Added · +180K sh | |
| 35 | Dte Energy Co Com COM | $47.3M | 323.7K | 0.8% | ▼−22% Reduced · −94K sh | |
| 36 | American Elec PWR Inc Com COM | $45.2M | 344.7K | 0.7% | ▲New New position | |
| 37 | MPLX LP Com Unit Rep Ltd LP | $38.3M | 670.5K | 0.6% | —Held | |
| 38 | Centrus Energy Corp CL A COM | $36.8M | 211.9K | 0.6% | ▲+21% Added · +37K sh | |
| 39 | USA Rare Earth Inc COM | $35.1M | 2.32M | 0.6% | ▲New New position | |
| 40 | National Fuel Gas Co COM | $29.5M | 314.5K | 0.5% | ▲New New position | |
| 41 | Lumentum Holdings Inc COM | $29.4M | 41.8K | 0.5% | ▲+104% Added · +21K sh | |
| 42 | X-Energy Reactor Co. LLC Serie PFD | $27.5M | 1.89M | 0.5% | —Held | |
| 43 | Rice Acquisition Corporation 3 COM | $25.4M | 2.40M | 0.4% | —Held | |
| 44 | Crown Castle Inc COM | $23.4M | 287.6K | 0.4% | ▼−12% Reduced · −39K sh | |
| 45 | T-Mobile US Inc Com COM | $22.5M | 107.0K | 0.4% | ▼−29% Reduced · −44K sh | |
| 46 | Iron MTN Inc New COM | $21.8M | 213.5K | 0.4% | ▲+296% Added · +160K sh | |
| 47 | Tic Solutions Inc COM | $20.2M | 3.08M | 0.3% | ▲+43% Added · +926K sh | |
| 48 | Vertiv Holdings Co COM | $18.3M | 72.9K | 0.3% | ▼−12% Reduced · −10K sh | |
| 49 | Public SVC Enterprise Group In COM | $17.4M | 215.1K | 0.3% | ▼−62% Reduced · −348K sh | |
| 50 | Digital Realty TR COM | $16.9M | 94.0K | 0.3% | ▼−0.3% Reduced · −281 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 109 | $6.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 105 | $5.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 103 | $5.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 97 | $4.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 100 | $3.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 89 | $3.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 94 | $3.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 97 | $3.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 92 | $2.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 93 | $2.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 7, 2023 | 86 | $2.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 88 | $2.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 84 | $2.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 85 | $2.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 8, 2022 | 87 | $2.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 91 | $2.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 87 | $3.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 90 | $3.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 8, 2021 | 92 | $3.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 82 | $3.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 6, 2021 | 80 | $2.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 8, 2021 | 78 | $2.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 4, 2020 | 70 | $2.6B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 6, 2020 | 76 | $2.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.