REAVES W H & CO INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALLIANT ENERGY CORP COM | 1,779,087 | 3,057,253 | +1,278,166 | 119,928,254 | 198,752,017 | +78,823,763 |
| CONSTELLATION ENERGY CORP | 1,015,379 | 1,133,945 | +118,566 | 334,130,771 | 400,588,754 | +66,457,983 |
| NEXTERA ENERGY INC COM | 593,761 | 1,329,628 | +735,867 | 44,822,992 | 106,742,510 | +61,919,518 |
| SEMPRA | 1,595,828 | 2,140,395 | +544,567 | 143,592,603 | 188,975,475 | +45,382,872 |
| NRG ENERGY INC COM | 295,471 | 571,628 | +276,157 | 47,851,529 | 91,026,042 | +43,174,513 |
| GE VERNOVA INC | 15,000 | 73,403 | +58,403 | 9,223,500 | 47,973,999 | +38,750,499 |
| X-ENERGY REACTOR CO. LLC SERIE | 0 | 1,891,802 | +1,891,802 | 0 | 27,499,991 | +27,499,991 |
| RICE ACQUISITION CORPORATION 3 | 0 | 2,400,000 | +2,400,000 | 0 | 25,200,000 | +25,200,000 |
| CORNING INC COM | 504,522 | 759,075 | +254,553 | 41,385,940 | 66,464,607 | +25,078,667 |
| NATIONAL FUEL GAS - Restricted | 0 | 314,465 | +314,465 | 0 | 24,999,968 | +24,999,968 |
| TIC SOLUTIONS INC | 0 | 2,149,991 | +2,149,991 | 0 | 21,736,409 | +21,736,409 |
| OGE ENERGY CORP COM | 1,335,747 | 1,944,201 | +608,454 | 61,805,013 | 83,017,383 | +21,212,370 |
| CENTERPOINT ENERGY INC | 7,220,266 | 7,666,518 | +446,252 | 280,146,321 | 293,934,300 | +13,787,979 |
| ENTERGY CORP NEW COM | 2,288,367 | 2,446,593 | +158,226 | 213,252,921 | 226,138,591 | +12,885,670 |
| WEC ENERGY GROUP INC COM | 236,000 | 377,501 | +141,501 | 27,043,240 | 39,811,255 | +12,768,015 |
| DT MIDSTREAM INC | 697,426 | 762,753 | +65,327 | 78,850,984 | 91,286,279 | +12,435,295 |
| CAMECO CORP COM | 1,455,779 | 1,453,978 | -1,801 | 122,081,627 | 133,024,447 | +10,942,820 |
| NISOURCE INC COM | 5,009,644 | 5,424,733 | +415,089 | 216,917,585 | 226,536,851 | +9,619,266 |
| XCEL ENERGY INC COM | 3,164,159 | 3,579,918 | +415,759 | 255,189,423 | 264,412,744 | +9,223,321 |
| WILLIAMS COS INC COM | 1,089,227 | 1,294,417 | +205,190 | 69,002,530 | 77,807,406 | +8,804,876 |
| MARATHON PETROLEUM CORP | 100,000 | 167,000 | +67,000 | 19,274,000 | 27,159,210 | +7,885,210 |
| AMEREN CORP COM | 964,012 | 1,084,664 | +120,652 | 100,623,572 | 108,314,547 | +7,690,975 |
| LUMENTUM HOLDINGS INC | 0 | 20,500 | +20,500 | 0 | 7,556,095 | +7,556,095 |
| DYCOM INDS INC COM | 143,428 | 143,212 | -216 | 41,846,553 | 48,391,335 | +6,544,782 |
| EQT CORP COM | 1,029,234 | 1,161,975 | +132,741 | 56,021,207 | 62,281,860 | +6,260,653 |
| EQUINIX INC COM NEW | 158,626 | 168,968 | +10,342 | 124,242,228 | 129,456,523 | +5,214,295 |
| COHERENT CORP | 0 | 26,000 | +26,000 | 0 | 4,798,820 | +4,798,820 |
| IRON MTN INC NEW | 0 | 53,900 | +53,900 | 0 | 4,471,005 | +4,471,005 |
| IDACORP INC COM | 1,700,680 | 1,807,811 | +107,131 | 224,744,862 | 228,796,561 | +4,051,699 |
| LITHIUM AMERICAS CORP | 200,000 | 1,040,000 | +840,000 | 1,142,000 | 4,534,400 | +3,392,400 |
| ARISTA NETWORKS INC | 0 | 23,336 | +23,336 | 0 | 3,057,716 | +3,057,716 |
| ENTERPRISE PRODUCTS PARTNERS L | 3,493,940 | 3,493,940 | 0 | 109,255,504 | 112,015,716 | +2,760,212 |
| TAMBORAN RESOURCES CORP | 0 | 100,000 | +100,000 | 0 | 2,723,000 | +2,723,000 |
| MPLX LP COM UNIT REP LTD | 670,500 | 670,500 | 0 | 33,491,475 | 35,784,585 | +2,293,110 |
| QUANTA SVCS INC COM | 270,962 | 270,609 | -353 | 112,292,072 | 114,213,235 | +1,921,163 |
| DIGITAL REALTY TR | 74,733 | 94,303 | +19,570 | 12,919,841 | 14,589,617 | +1,669,776 |
| TXNM ENERGY INC | 2,551,398 | 2,477,663 | -73,735 | 144,281,557 | 145,884,797 | +1,603,240 |
| JOHNSON CTLS INTL PLC SHS | 50,698 | 49,996 | -702 | 5,574,245 | 5,987,021 | +412,776 |
| FRONTIER COMMUNICATIONS PARENT | 592,148 | 587,933 | -4,215 | 22,116,728 | 22,382,609 | +265,881 |
| BAKER HUGHES CO CL A | 0 | 5,000 | +5,000 | 0 | 227,700 | +227,700 |
| UNITIL CORP | 275,000 | 275,000 | 0 | 13,161,500 | 13,321,000 | +159,500 |
| EXXON MOBIL CORP | 17,910 | 17,910 | 0 | 2,019,353 | 2,155,289 | +135,936 |
| LAMAR ADVERTISING CO | 25,000 | 25,000 | 0 | 3,060,500 | 3,164,500 | +104,000 |
| PROLOGIS INC COM | 7,356 | 7,356 | 0 | 842,409 | 939,067 | +96,658 |
| APPLE INC COM | 4,800 | 4,800 | 0 | 1,222,224 | 1,304,928 | +82,704 |
| JOHNSON & JOHNSON COM | 3,278 | 3,278 | 0 | 607,807 | 678,382 | +70,575 |
| BERKSHIRE HATHAWAY INC CLASS B | 17,751 | 17,751 | 0 | 8,924,138 | 8,922,540 | -1,598 |
| EVERUS CONSTRUCTION GROUP INC | 12,500 | 12,500 | 0 | 1,071,875 | 1,069,500 | -2,375 |
| PHILLIP MORRIS INTERNATIONAL | 5,000 | 5,000 | 0 | 811,000 | 802,000 | -9,000 |
| PPG INDS INC COM | 5,000 | 5,000 | 0 | 525,550 | 512,300 | -13,250 |
| PG&E CORP COM | 106,570 | 99,104 | -7,466 | 1,607,076 | 1,592,601 | -14,475 |
| EVERGY INC COM | 9,924 | 9,924 | 0 | 754,422 | 719,391 | -35,031 |
| NEW JERSEY RES COM | 15,020 | 14,420 | -600 | 723,213 | 665,050 | -58,163 |
| DEUTSCHE TELEKOM AG | 37,859 | 37,859 | 0 | 1,290,496 | 1,229,865 | -60,631 |
| ALTRIA GROUP INC. | 8,000 | 8,000 | 0 | 528,480 | 461,280 | -67,200 |
| CANADIAN PACIFIC KANSAS CITY L | 9,344 | 8,191 | -1,153 | 696,035 | 603,103 | -92,932 |
| REAVES UTIL INCOME FD COM SH B | 82,060 | 83,326 | +1,266 | 3,251,200 | 3,048,067 | -203,133 |
| CHESAPEAKE UTILS CORP | 30,000 | 30,000 | 0 | 4,040,700 | 3,742,800 | -297,900 |
| CHEVRON CORPORATION COM | 11,115 | 9,115 | -2,000 | 1,726,048 | 1,389,217 | -336,831 |
| EXELON CORP COM | 16,365 | 7,990 | -8,375 | 736,589 | 348,284 | -388,305 |
| OLD DOMINION FREIGHT LINE | 8,200 | 4,200 | -4,000 | 1,154,396 | 658,560 | -495,836 |
| SOUTHERN CO COM | 30,048 | 24,648 | -5,400 | 2,847,649 | 2,149,306 | -698,343 |
| AMERICAN TOWER REIT COM | 98,037 | 98,037 | 0 | 18,854,476 | 17,212,356 | -1,642,120 |
| WATERBRIDGE INFRASTRUCTURE LLC | 450,000 | 450,000 | 0 | 11,349,000 | 9,004,500 | -2,344,500 |
| CROWN CASTLE INC | 328,217 | 326,798 | -1,419 | 31,669,658 | 29,042,538 | -2,627,120 |
| T-MOBILE US INC COM | 151,752 | 150,637 | -1,115 | 36,326,394 | 30,585,336 | -5,741,058 |
| PPL CORP COM | 4,336,283 | 4,424,814 | +88,531 | 161,136,276 | 154,956,986 | -6,179,290 |
| LINDE PLC SH | 21,239 | 4,352 | -16,887 | 10,088,525 | 1,855,649 | -8,232,876 |
| SBA COMMUNICATIONS COR CL A | 406,844 | 362,464 | -44,380 | 78,663,287 | 70,111,412 | -8,551,875 |
| ONEOK INC NEW COM | 584,123 | 461,740 | -122,383 | 42,623,455 | 33,937,890 | -8,685,565 |
| PINNACLE WEST CAP CORP COM | 1,804,114 | 1,719,774 | -84,340 | 161,756,861 | 152,543,954 | -9,212,907 |
| VERTIV HOLDINGS CO | 154,145 | 82,880 | -71,265 | 23,254,315 | 13,427,389 | -9,826,926 |
| COGENT COMMUNICATIONS HLDGS CO | 423,098 | 259,098 | -164,000 | 16,225,808 | 5,586,153 | -10,639,655 |
| DUKE ENERGY CORP NEW COM NEW | 99,459 | 8,164 | -91,295 | 12,308,051 | 956,902 | -11,351,149 |
| NORFOLK SOUTHERN CORP COM | 163,700 | 131,000 | -32,700 | 49,177,117 | 37,822,320 | -11,354,797 |
| CMS ENERGY CORP COM | 2,149,018 | 2,087,283 | -61,735 | 157,437,058 | 145,963,700 | -11,473,358 |
| ATMOS ENERGY CORP COM | 105,186 | 16,678 | -88,508 | 17,960,510 | 2,795,733 | -15,164,777 |
| VISTRA CORP. | 1,918,529 | 2,197,292 | +278,763 | 375,878,202 | 354,489,119 | -21,389,083 |
| CENTRUS ENERGY CORP CL A | 208,789 | 174,500 | -34,289 | 64,739,205 | 42,361,620 | -22,377,585 |
| UNION PAC CORP COM | 188,538 | 80,163 | -108,375 | 44,564,727 | 18,543,305 | -26,021,422 |
| DTE ENERGY CO COM | 586,694 | 417,526 | -169,168 | 82,976,132 | 53,852,503 | -29,123,629 |
| TALEN ENERGY CORP | 1,410,537 | 1,521,697 | +111,160 | 600,014,229 | 570,392,903 | -29,621,326 |
| COMCAST CORP CLASS A | 1,858,600 | 690,100 | -1,168,500 | 58,397,212 | 20,627,089 | -37,770,123 |
| AMERICAN WATER WORKS | 281,145 | 6,145 | -275,000 | 39,132,573 | 801,923 | -38,330,650 |
| MP MATLS CORP | 2,589,908 | 2,609,526 | +19,618 | 173,705,130 | 131,833,254 | -41,871,876 |
| CHARTER COMMUNICATIONS INC | 170,920 | 24,500 | -146,420 | 47,020,947 | 5,114,375 | -41,906,572 |
| PUBLIC SVC ENTERPRISE GROUP IN | 1,906,496 | 562,991 | -1,343,505 | 159,116,156 | 45,208,177 | -113,907,979 |