Reaves W H & Co
Reaves W H & Co reported 94 stocks worth $6.6B in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are TLN (8.6%), ETR (5.2%) and VST (5.0%). Compared with Q1 2026, the fund opened new positions in ITG, D and FRVO, added to ETR, CEG and DTM, trimmed TLN, VST and CNP and sold out of PPL, CCI and TXNM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TLN Talen Energy Corp | $567M | 8.6% | 1.5M | −34K (−2%) | 8 of 8 | |
| 2 |  ETR Entergy Corp New | $342M | 5.2% | 3M | +735K (+33%) | 8 of 8 | |
| 3 |  VST Vistra Corp | $329M | 5.0% | 2.1M | −24K (−1%) | 8 of 8 | |
| 4 |  CEG Constellation Energy Cor | $326M | 4.9% | 1.3M | +107K (+9%) | 8 of 8 | |
| 5 |  CNP Centerpoint Energy Inc | $292M | 4.4% | 6.6M | −375K (−5%) | 8 of 8 | |
| 6 |  XEL Xcel Energy Inc | $270M | 4.1% | 3.4M | −190K (−5%) | 8 of 8 | |
| 7 |  IDA Idacorp Inc | $268M | 4.1% | 1.8M | −30K (−2%) | 8 of 8 | |
| 8 |  LNT Alliant Energy Corp | $212M | 3.2% | 2.8M | −209K (−7%) | 8 of 8 | |
| 9 |  GEV GE Vernova Inc | $200M | 3.0% | 170K | −5,205 (−3%) | 6 of 8 | |
| 10 |  NI Nisource Inc | $194M | 3.0% | 4.1M | −24K (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PPL Ppl Corp | $142M | 3.7M |
X-ENERGY REACTOR CO. LLC SERIE | $27.5M | 1.9M |
 CCI Crown Castle | $23.4M | 288K |
 TXNM Txnm Energy Inc | $2.4M | 41K |
 LIN Linde PLC | $2.2M | 4,349 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Reaves W H & Co 13F FAQ
What does Reaves W H & Co own?
Reaves W H & Co reported 94 stocks worth $6.6B in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are TLN (8.6%), ETR (5.2%) and VST (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Reaves W H & Co buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 23 added to, 39 trimmed and 8 sold out. New positions include ITG, D and FRVO. It sold all of PPL, CCI and TXNM.
When will Reaves W H & Co file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Reaves W H & Co's portfolio worth?
The Q2 2026 filing reports $6.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.