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REAVES W H & CO INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

REAVES W H & CO INC

报告期 2026-03-31 · CIK 0000740913

持仓数

90

前50大市值合计

$5.86B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

TLN TALEN ENERGY CORP

COM

$482.3M

1,510,697

8.2%

CEG CONSTELLATION ENERGY CORP

COM

$336.1M

1,203,513

5.7%

VST VISTRA CORP.

COM

$314.9M

2,094,547

5.4%

CNP CENTERPOINT ENERGY INC

COM

$302.3M

7,003,120

5.2%

XEL XCEL ENERGY INC COM

COM

$281.9M

3,548,909

4.8%

IDA IDACORP INC COM

COM

$257.4M

1,800,478

4.4%

ETR ENTERGY CORP NEW COM

COM

$252.0M

2,242,772

4.3%

LNT ALLIANT ENERGY CORP COM

COM

$214.8M

2,993,426

3.7%

SRE SEMPRA

COM

$200.9M

2,068,019

3.4%

NI NISOURCE INC COM

COM

$191.9M

4,112,345

3.3%

EQIX EQUINIX INC COM NEW

COM

$170.4M

173,816

2.9%

CMS CMS ENERGY CORP COM

COM

$164.0M

2,114,254

2.8%

GEV GE VERNOVA INC

COM

$152.8M

175,052

2.6%

WMB WILLIAMS COS INC COM

COM

$152.1M

2,089,760

2.6%

PPL PPL CORP COM

COM

$141.6M

3,706,113

2.4%

PWR QUANTA SVCS INC COM

COM

$137.4M

250,284

2.3%

EPD ENTERPRISE PRODUCTS PARTNERS L

LP

$132.2M

3,493,940

2.3%

MP MP MATLS CORP

COM

$125.9M

2,608,770

2.1%

DTM DT MIDSTREAM INC

COM

$125.6M

932,483

2.1%

CCJ CAMECO CORP COM

COM

$122.4M

1,126,885

2.1%

NEE NEXTERA ENERGY INC COM

COM

$122.2M

1,316,141

2.1%

AEE AMEREN CORP COM

COM

$117.9M

1,072,573

2.0%

PNW PINNACLE WEST CAP CORP COM

COM

$108.6M

1,078,046

1.9%

NRG NRG ENERGY INC COM

COM

$107.3M

734,285

1.8%

GLW CORNING INC COM

COM

$103.8M

763,193

1.8%

CP CANADIAN PACIFIC KANSAS CITY L

COM

$84.8M

1,078,191

1.4%

DY DYCOM INDS INC COM

COM

$84.1M

248,140

1.4%

OGE OGE ENERGY CORP COM

COM

$76.9M

1,603,609

1.3%

EQT EQT CORP COM

COM

$69.4M

1,089,757

1.2%

WEC WEC ENERGY GROUP INC COM

COM

$65.2M

562,957

1.1%

SBAC SBA COMMUNICATIONS COR CL A

COM

$55.5M

322,464

0.9%

MPC MARATHON PETROLEUM CORP

COM

$53.9M

220,615

0.9%

ANET ARISTA NETWORKS INC

COM

$51.0M

415,240

0.9%

COHR COHERENT CORP

COM

$49.0M

205,831

0.8%

DTE DTE ENERGY CO COM

COM

$47.3M

323,705

0.8%

AEP AMERICAN ELEC PWR INC COM

COM

$45.2M

344,722

0.8%

MPLX MPLX LP COM UNIT REP LTD

LP

$38.3M

670,500

0.7%

LEU CENTRUS ENERGY CORP CL A

COM

$36.8M

211,918

0.6%

USAR USA RARE EARTH INC

COM

$35.1M

2,320,000

0.6%

NFG NATIONAL FUEL GAS CO

COM

$29.5M

314,465

0.5%

LITE LUMENTUM HOLDINGS INC

COM

$29.4M

41,815

0.5%

— X-ENERGY REACTOR CO. LLC SERIE

PFD

$27.5M

1,891,802

0.5%

— RICE ACQUISITION CORPORATION 3

COM

$25.4M

2,400,000

0.4%

CCI CROWN CASTLE INC

COM

$23.4M

287,589

0.4%

TMUS T-MOBILE US INC COM

COM

$22.5M

106,969

0.4%

IRM IRON MTN INC NEW

COM

$21.8M

213,549

0.4%

TIC TIC SOLUTIONS INC

COM

$20.2M

3,076,170

0.3%

VRT VERTIV HOLDINGS CO

COM

$18.3M

72,880

0.3%

PEG PUBLIC SVC ENTERPRISE GROUP IN

COM

$17.4M

215,103

0.3%

DLR DIGITAL REALTY TR

COM

$16.9M

94,022

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

TLN8.2%CEG5.7%VST5.4%CNP5.2%XEL4.8%IDA4.4%