REAVES W H & CO INC
SEC Form 13F institutional filer · CIK 0000740913
13F-HR · 60 reported holdings · 2026-03-31
Investment management firm.
Reported long-US-equity value
$4.28B
Top-10 concentration
56.7%
REAVES W H & CO INC — $4.28B AUM allocation strategy
REAVES W H & CO INC files SEC Form 13F and reports $4.28B of long US equity value across 60 reported holdings for 2026-03-31.
Its largest sector bet is Utilities 66.6%, followed by Industrials 6.8% and Energy 5.7%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
REAVES W H & CO INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$4.28B
total across 60 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WMB +795K sh · +$74.3M+$ANET +392K sh · +$47.9M+$WEC +185K sh · +$25.4M
Biggest trims (shares)
−$NI −1.31M sh · −$34.7M−$PPL −719K sh · −$13.4M−$CMCSA −664K sh · −$19.9M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Multi-Utilities34.7%—
- Electric Utilities29.4%—
- Data Center REITs3.9%—
- Heavy Electrical Equipment3.6%—
- Oil & Gas Storage & Transportation3.5%—
- Construction & Engineering3.2%—
- Independent Power Producers & Energy Traders2.5%—
- Electronic Components2.4%—
- Other holdings16.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $CEG | Constellation Energy Corporation | 1.2M | $336M | +69.6K | 7.8% |
| $VST | Vistra Corp | 2.09M | $315M | -103K | 7.3% |
| $CNP | CenterPoint Energy Inc | 7M | $302M | -663K | 7.1% |
| $XEL | Xcel Energy Inc | 3.55M | $282M | -31K | 6.6% |
| $ETR | Entergy Corporation | 2.24M | $252M | -204K | 5.9% |
| $LNT | Alliant Energy Corporation | 2.99M | $215M | -63.8K | 5.0% |
| $SRE | DBA Sempra | 2.07M | $201M | -72.4K | 4.7% |
| $NI | NiSource Inc | 4.11M | $192M | -1.31M | 4.5% |
| $EQIX | Equinix Inc. Common Stock REIT | 174K | $170M | +4.85K | 4.0% |
| $CMS | CMS Energy Corporation | 2.11M | $164M | +27K | 3.8% |
…and 50 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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