REAVES W H & CO INC
JERSEY CITY NJ · SEC CIK 0000740913
$60.26亿2026Q1 申报市值
90持仓数
47.0%前十大占比 · 第一大 8.0%
7 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GEV 加仓+$8,872.94万
CP 加仓+$8,416.62万
WMB 加仓+$5,788.51万
ANET 加仓+$4,811.80万
AEP 新建仓+$4,518.62万
2026Q1 卖出最多 按季末市值估算
TXNM 减仓-$1.42亿
PNW 减仓-$6,465.41万
NI 减仓-$6,123.60万
OKE 减仓-$4,066.92万
NSC 清仓-$3,782.23万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHERN CORP COM | $0 | 0.00% | 0 | -131,000 | -100.0% | -$3,782.23万 | 清仓 |
| — | NATIONAL FUEL GAS - Restricted | $0 | 0.00% | 0 | -314,465 | -100.0% | -$2,500.00万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARENT | $0 | 0.00% | 0 | -587,933 | -100.0% | -$2,238.26万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -24,500 | -100.0% | -$511.44万 | 清仓 |
| ECG | EVERUS CONSTRUCTION GROUP INC | $0 | 0.00% | 0 | -12,500 | -100.0% | -$106.95万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS COM | $23.42万 | 0.00% | 4,665 | 0 | 0.0% | — | 重新持有 |
| BKR | BAKER HUGHES CO CL A | $30.52万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $39.17万 | 0.01% | 7,990 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC. | $52.79万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| CCOI | COGENT COMMUNICATIONS HLDGS CO | $52.94万 | 0.01% | 28,098 | -231,000 | -89.2% | -$435.20万 | 减仓 |
| PPG | PPG INDS INC COM | $53.44万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $71.67万 | 0.01% | 3,464 | -5,651 | -62.0% | -$116.92万 | 减仓 |
| CMCSA | COMCAST CORP CLASS A | $75.22万 | 0.01% | 26,200 | -663,900 | -96.2% | -$1,906.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $80.13万 | 0.01% | 3,278 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES COM | $80.27万 | 0.01% | 14,615 | 195 | 1.4% | $1.07万 | 加仓 |
| EVRG | EVERGY INC COM | $82.63万 | 0.01% | 10,087 | 163 | 1.6% | $1.34万 | 加仓 |
| PM | PHILLIP MORRIS INTERNATIONAL | $82.67万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER WORKS | $83.63万 | 0.01% | 6,145 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC COM | $97.23万 | 0.02% | 7,356 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $106.75万 | 0.02% | 11,810 | -449,930 | -97.4% | -$4,066.92万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $108.38万 | 0.02% | 8,277 | 113 | 1.4% | $1.48万 | 加仓 |
| AAPL | APPLE INC COM | $121.82万 | 0.02% | 4,800 | 0 | 0.0% | — | 不变 |
| — | DEUTSCHE TELEKOM AG | $141.36万 | 0.02% | 38,399 | 540 | 1.4% | $1.99万 | 加仓 |
| PCG | PG&E CORP COM | $174.13万 | 0.03% | 99,104 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $177.32万 | 0.03% | 14,000 | -11,000 | -44.0% | -$139.33万 | 减仓 |
| LIN | LINDE PLC SH | $215.61万 | 0.04% | 4,349 | -3 | -0.1% | -$1,487 | 减仓 |
| — | EXXON MOBIL CORP | $217.16万 | 0.04% | 12,800 | -5,110 | -28.5% | -$86.70万 | 减仓 |
| SO | SOUTHERN CO COM | $239.05万 | 0.04% | 24,767 | 119 | 0.5% | $1.15万 | 加仓 |
| TXNM | TXNM ENERGY INC | $240.78万 | 0.04% | 41,188 | -2,436,475 | -98.3% | -$1.42亿 | 减仓 |
| FFIV | F5 NETWORKS INC COM | $248.51万 | 0.04% | 8,589 | 8,589 | — | $248.51万 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $252.74万 | 0.04% | 20,000 | -10,000 | -33.3% | -$126.37万 | 减仓 |
| ATO | ATMOS ENERGY CORP COM | $307.74万 | 0.05% | 16,660 | -18 | -0.1% | -$3,325 | 减仓 |
| UTG | REAVES UTIL INCOME FD COM SH B | $332.16万 | 0.06% | 84,562 | 1,236 | 1.5% | $4.85万 | 加仓 |
| LAC | LITHIUM AMERICAS CORP | $489.80万 | 0.08% | 1,240,000 | 200,000 | 19.2% | $79.00万 | 加仓 |
| HTO | H2O AMERICA | $586.70万 | 0.10% | 100,000 | 100,000 | — | $586.70万 | 新建仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $650.38万 | 0.11% | 49,666 | -330 | -0.7% | -$4.32万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $681.02万 | 0.11% | 24,000 | 24,000 | — | $681.02万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CLASS B | $849.43万 | 0.14% | 17,726 | -25 | -0.1% | -$1.20万 | 减仓 |
| TBN | TAMBORAN RESOURCES CORP | $849.83万 | 0.14% | 170,000 | 70,000 | 70.0% | $349.93万 | 加仓 |
| MWH | SOLV ENERGY INC | $1,201.20万 | 0.20% | 400,000 | 400,000 | — | $1,201.20万 | 新建仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE LLC | $1,205.55万 | 0.20% | 450,000 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP | $1,296.99万 | 0.22% | 248,275 | -26,725 | -9.7% | -$139.61万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE | $1,352.17万 | 0.22% | 69,200 | 65,000 | 1,547.6% | $1,270.10万 | 加仓 |
| UNP | UNION PAC CORP COM | $1,629.44万 | 0.27% | 67,160 | -13,003 | -16.2% | -$315.48万 | 减仓 |
| AMT | AMERICAN TOWER REIT COM | $1,691.92万 | 0.28% | 98,037 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY TR | $1,694.37万 | 0.28% | 94,022 | -281 | -0.3% | -$5.06万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP IN | $1,741.26万 | 0.29% | 215,103 | -347,888 | -61.8% | -$2,816.15万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,826.23万 | 0.30% | 72,880 | -10,000 | -12.1% | -$250.58万 | 减仓 |
| TIC | TIC SOLUTIONS INC | $2,024.12万 | 0.34% | 3,076,170 | 926,179 | 43.1% | $609.43万 | 加仓 |
| IRM | IRON MTN INC NEW | $2,181.19万 | 0.36% | 213,549 | 159,649 | 296.2% | $1,630.65万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $2,246.67万 | 0.37% | 106,969 | -43,668 | -29.0% | -$917.16万 | 减仓 |
| CCI | CROWN CASTLE INC | $2,338.39万 | 0.39% | 287,589 | -39,209 | -12.0% | -$318.81万 | 减仓 |
| KRSP/U | RICE ACQUISITION CORPORATION 3 | $2,544.00万 | 0.42% | 2,400,000 | 0 | 0.0% | — | 不变 |
| — | X-ENERGY REACTOR CO. LLC SERIE | $2,750.00万 | 0.46% | 1,891,802 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS INC | $2,938.59万 | 0.49% | 41,815 | 21,315 | 104.0% | $1,497.93万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $2,954.71万 | 0.49% | 314,465 | 314,465 | — | $2,954.71万 | 新建仓 |
| USAR | USA RARE EARTH INC | $3,511.32万 | 0.58% | 2,320,000 | 2,320,000 | — | $3,511.32万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP CL A | $3,678.68万 | 0.61% | 211,918 | 37,418 | 21.4% | $649.54万 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $3,826.54万 | 0.63% | 670,500 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR INC COM | $4,518.62万 | 0.75% | 344,722 | 344,722 | — | $4,518.62万 | 新建仓 |
| DTE | DTE ENERGY CO COM | $4,733.21万 | 0.79% | 323,705 | -93,821 | -22.5% | -$1,371.85万 | 减仓 |
| COHR | COHERENT CORP | $4,903.10万 | 0.81% | 205,831 | 179,831 | 691.7% | $4,283.75万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $5,098.32万 | 0.85% | 415,240 | 391,904 | 1,679.4% | $4,811.80万 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $5,386.98万 | 0.89% | 220,615 | 53,615 | 32.1% | $1,309.17万 | 加仓 |
| SBAC | SBA COMMUNICATIONS COR CL A | $5,549.93万 | 0.92% | 322,464 | -40,000 | -11.0% | -$688.44万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $6,517.35万 | 1.08% | 562,957 | 185,456 | 49.1% | $2,147.02万 | 加仓 |
| EQT | EQT CORP COM | $6,935.21万 | 1.15% | 1,089,757 | -72,218 | -6.2% | -$459.60万 | 减仓 |
| OGE | OGE ENERGY CORP COM | $7,690.91万 | 1.28% | 1,603,609 | -340,592 | -17.5% | -$1,633.48万 | 减仓 |
| DY | DYCOM INDS INC COM | $8,407.48万 | 1.40% | 248,140 | 104,928 | 73.3% | $3,555.17万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $8,481.05万 | 1.41% | 1,078,191 | 1,070,000 | 13,063.1% | $8,416.62万 | 加仓 |
| GLW | CORNING INC COM | $1.04亿 | 1.72% | 763,193 | 4,118 | 0.5% | $55.99万 | 加仓 |
| NRG | NRG ENERGY INC COM | $1.07亿 | 1.78% | 734,285 | 162,657 | 28.5% | $2,377.07万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $1.09亿 | 1.80% | 1,078,046 | -641,728 | -37.3% | -$6,465.41万 | 减仓 |
| AEE | AMEREN CORP COM | $1.18亿 | 1.96% | 1,072,573 | -12,091 | -1.1% | -$132.90万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $1.22亿 | 2.03% | 1,316,141 | -13,487 | -1.0% | -$125.27万 | 减仓 |
| CCJ | CAMECO CORP COM | $1.22亿 | 2.03% | 1,126,885 | -327,093 | -22.5% | -$3,552.56万 | 减仓 |
| DTM | DT MIDSTREAM INC | $1.26亿 | 2.08% | 932,483 | 169,730 | 22.3% | $2,285.75万 | 加仓 |
| MP | MP MATLS CORP | $1.26亿 | 2.09% | 2,608,770 | -756 | -0.0% | -$3.65万 | 减仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | $1.32亿 | 2.19% | 3,493,940 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $1.37亿 | 2.28% | 250,284 | -20,325 | -7.5% | -$1,115.88万 | 减仓 |
| PPL | PPL CORP COM | $1.42亿 | 2.35% | 3,706,113 | -718,701 | -16.2% | -$2,745.44万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $1.52亿 | 2.52% | 2,089,760 | 795,343 | 61.4% | $5,788.51万 | 加仓 |
| GEV | GE VERNOVA INC | $1.53亿 | 2.54% | 175,052 | 101,649 | 138.5% | $8,872.94万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $1.64亿 | 2.72% | 2,114,254 | 26,971 | 1.3% | $209.24万 | 加仓 |
| EQIX | EQUINIX INC COM NEW | $1.70亿 | 2.83% | 173,816 | 4,848 | 2.9% | $475.22万 | 加仓 |
| NI | NISOURCE INC COM | $1.92亿 | 3.18% | 4,112,345 | -1,312,388 | -24.2% | -$6,123.60万 | 减仓 |
| SRE | SEMPRA | $2.01亿 | 3.33% | 2,068,019 | -72,376 | -3.4% | -$703.28万 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $2.15亿 | 3.56% | 2,993,426 | -63,827 | -2.1% | -$458.02万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $2.52亿 | 4.18% | 2,242,772 | -203,821 | -8.3% | -$2,290.13万 | 减仓 |
| IDA | IDACORP INC COM | $2.57亿 | 4.27% | 1,800,478 | -7,333 | -0.4% | -$104.84万 | 减仓 |
| XEL | XCEL ENERGY INC COM | $2.82亿 | 4.68% | 3,548,909 | -31,009 | -0.9% | -$246.34万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $3.02亿 | 5.02% | 7,003,120 | -663,398 | -8.7% | -$2,863.23万 | 减仓 |
| VST | VISTRA CORP. | $3.15亿 | 5.23% | 2,094,547 | -102,745 | -4.7% | -$1,544.57万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $3.36亿 | 5.58% | 1,203,513 | 69,568 | 6.1% | $1,942.69万 | 加仓 |
| TLN | TALEN ENERGY CORP | $4.82亿 | 8.00% | 1,510,697 | -11,000 | -0.7% | -$351.15万 | 减仓 |