StockDriftsStockDriftsTop 50 Reaves W H & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TLN | TALEN ENERGY CORP | 8.61% | 1.48M | $567.4M | -2.25%(-34.03K) | $141.43(+148.61%) | 2026-06-30 | |
| ETR | ENTERGY CORP NEW COM | 5.19% | 2.98M | $342.1M | +32.79%(+735.50K) | $76.01(+39.72%) | 2026-06-30 | |
| VST | VISTRA CORP. | 4.98% | 2.07M | $328.5M | -1.13%(-23.63K) | $107.30(+34.60%) | 2026-06-30 | |
| CEG | CONSTELLATION ENERGY CORP | 4.94% | 1.31M | $325.5M | +8.90%(+107.13K) | $185.08(+48.86%) | 2026-06-30 | |
| CNP | CENTERPOINT ENERGY INC | 4.43% | 6.63M | $291.9M | -5.36%(-375.45K) | $33.45(+19.86%) | 2026-06-30 | |
| XEL | XCEL ENERGY INC COM | 4.09% | 3.36M | $269.7M | -5.37%(-190.44K) | $69.71(+10.71%) | 2026-06-30 | |
| IDA | IDACORP INC COM | 4.06% | 1.77M | $267.8M | -1.69%(-30.41K) | $107.75(+29.80%) | 2026-06-30 | |
| LNT | ALLIANT ENERGY CORP COM | 3.22% | 2.78M | $212.4M | -6.97%(-208.74K) | $61.98(+9.33%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 3.03% | 169.8K | $199.5M | -2.97%(-5.21K) | $681.97(+49.41%) | 2026-06-30 | |
| NI | NISOURCE INC COM | 2.95% | 4.09M | $194.4M | -0.58%(-23.66K) | $31.35(+32.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.24% | +65.32% | +7.92% | +46.39% |
| Top 20 Holdings Unweighted | +18.02% | +64.41% | +7.72% | +45.04% |
Reaves W H & CO INC reports $6.59B in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are TLN (8.6%), ETR (5.2%) and VST (5.0%). The top 20 holdings account for 69.67% of reported assets. Its disclosed equity book has returned +65.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Reaves W H & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 740913). View Reaves W H & CO INC’s 13F filings on SEC