account_balance
Investment manager · 13F filer · SEC CIK 740913
Reaves W H & Co Inc
Reported value$5.54Bas of Sep 30, 2026
Positions89 5 new, 10 sold out
Top 10 weight46.3%TLN alone is 8%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TLNTalen Energy Corp
8.1%Trimmed −3%
CEGConstellation Energy Corp
6.0%
ETREntergy Corp New Com
5.2%Trimmed −2%
VSTVistra Corp.
5.1%Trimmed −2%
CNPCenterpoint Energy Inc
4.2%Trimmed −4%
XELXcel Energy Inc Com
4.2%Trimmed −2%
IDAIdacorp Inc Com
3.9%Trimmed −8%
NINisource Inc Com
3.3%Added +14%
EQIXEquinix Inc Com New
3.2%
LNTAlliant Energy Corp Com
3.2%
PWRQuanta SVCS Inc Com
2.7%Trimmed −5%
GEVGe Vernova Inc
2.7%Trimmed −9%
TLNTalen Energy Corp
8.1%Trimmed −3%
CEGConstellation Energy Corp
6.0%
ETREntergy Corp New Com
5.2%Trimmed −2%
VSTVistra Corp.
5.1%Trimmed −2%
CNPCenterpoint Energy Inc
4.2%Trimmed −4%
XEL4.2%IDA3.9%NI3.3%EQIX3.2%LNT3.2%PWR2.7%GEV2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TLN Talen Energy Corp 8.1% Trimmed −3%CEG Constellation Energy Corp 6.0% HeldETR Entergy Corp New Com 5.2% Trimmed −2%VST Vistra Corp. 5.1% Trimmed −2%CNP Centerpoint Energy Inc 4.2% Trimmed −4%XEL Xcel Energy Inc Com 4.2% Trimmed −2%IDA Idacorp Inc Com 3.9% Trimmed −8%NI Nisource Inc Com 3.3% Added +14%EQIX Equinix Inc Com New 3.2% HeldLNT Alliant Energy Corp Com 3.2% HeldPWR Quanta SVCS Inc Com 2.7% Trimmed −5%GEV Ge Vernova Inc 2.7% Trimmed −9%
What changed