Reaves W H & Co Inc 13F 持仓 · 2026年Q2
Reaves W H & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 93 只证券，申报市值合计 65.91 亿美元。前几大持仓：TLN（8.61%）、ETR（5.19%）、VST（4.98%）。本季前 25 大持仓中：增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TLN | TALEN ENERGY CORP | $567.4M | 8.61% | 1.5M | 减持 |
| 2 | ETR | ENTERGY CORP NEW COM | $342.1M | 5.19% | 3.0M | 增持 |
| 3 | VST | VISTRA CORP. | $328.5M | 4.98% | 2.1M | 减持 |
| 4 | CEG | CONSTELLATION ENERGY CORP | $325.5M | 4.94% | 1.3M | 增持 |
| 5 | CNP | CENTERPOINT ENERGY INC | $291.9M | 4.43% | 6.6M | 减持 |
| 6 | XEL | XCEL ENERGY INC COM | $269.7M | 4.09% | 3.4M | 减持 |
| 7 | IDA | IDACORP INC COM | $267.8M | 4.06% | 1.8M | 减持 |
| 8 | LNT | ALLIANT ENERGY CORP COM | $212.4M | 3.22% | 2.8M | 减持 |
| 9 | GEV | GE VERNOVA INC | $199.5M | 3.03% | 169,847 | 减持 |
| 10 | NI | NISOURCE INC COM | $194.4M | 2.95% | 4.1M | 减持 |
| 11 | GLW | CORNING INC COM | $182.6M | 2.77% | 714,933 | 减持 |
| 12 | EQIX | EQUINIX INC COM NEW | $181.0M | 2.75% | 173,604 | 减持 |
| 13 | PWR | QUANTA SVCS INC COM | $177.3M | 2.69% | 246,303 | 减持 |
| 14 | SRE | SEMPRA | $176.0M | 2.67% | 1.9M | 减持 |
| 15 | DTM | DT MIDSTREAM INC | $157.8M | 2.39% | 1.1M | 增持 |
| 16 | WMB | WILLIAMS COS INC COM | $157.2M | 2.38% | 2.1M | 增持 |
| 17 | CMS | CMS ENERGY CORP COM | $146.1M | 2.22% | 1.9M | 减持 |
| 18 | MP | MP MATLS CORP | $146.0M | 2.22% | 2.6M | 减持 |
| 19 | AEP | AMERICAN ELEC PWR INC COM | $136.1M | 2.06% | 994,697 | 增持 |
| 20 | DY | DYCOM INDS INC COM | $133.1M | 2.02% | 263,260 | 增持 |
| 21 | EPD | ENTERPRISE PRODUCTS PARTNERS L | $128.4M | 1.95% | 3.5M | 持平 |
| 22 | NEE | NEXTERA ENERGY INC COM | $126.3M | 1.92% | 1.4M | 增持 |
| 23 | CCJ | CAMECO CORP COM | $114.6M | 1.74% | 1.1M | 减持 |
| 24 | CP | CANADIAN PACIFIC KANSAS CITY L | $108.5M | 1.65% | 1.3M | 增持 |
| 25 | PNW | PINNACLE WEST CAP CORP COM | $97.8M | 1.48% | 913,786 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR