REAVES W H & CO INC

All 13F Filings

Location
Jersey City, NJ
Most recent 13F
Q4 2025
Holdings value ($000)
5,717,059
Description
Jersey City New Jersey based institutional asset management platform with a corporate governance structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes multi sleeve portfolio balancing, active stewardship and governance oversight, and valuation discipline and downside awareness for research led investment portfolios. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through portfolio adaptability governance and risk accountability.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/10/2026 87 5,717,059 13F-HR REAVES W H & CO INC
Q3 2025 11/6/2025 83 5,614,227 13F-HR REAVES W H & CO INC
Q2 2025 8/11/2025 77 4,510,789 13F-HR REAVES W H & CO INC
Q1 2025 5/9/2025 79 3,929,577 13F-HR REAVES W H & CO INC
Q4 2024 2/6/2025 73 3,793,520 13F-HR REAVES W H & CO INC
Q3 2024 11/5/2024 77 3,655,148 13F-HR REAVES W H & CO INC
Q2 2024 8/8/2024 78 2,960,977 13F-HR REAVES W H & CO INC
Q1 2024 5/7/2024 72 2,820,396 13F-HR REAVES W H & CO INC
Q4 2023 2/7/2024 72 2,752,220 13F-HR REAVES W H & CO INC
Q3 2023 11/7/2023 68 2,526,265 13F-HR REAVES W H & CO INC
Q2 2023 8/7/2023 68 2,714,252 13F-HR REAVES W H & CO INC
Q1 2023 5/9/2023 66 2,779,415 13F-HR REAVES W H & CO INC
Q4 2022 2/9/2023 66 2,801,031 13F-HR REAVES W H & CO INC
Q3 2022 11/8/2022 64 2,657,250 13F-HR REAVES W H & CO INC
Q2 2022 8/5/2022 71 2,911,533 13F-HR REAVES W H & CO INC
Q1 2022 5/5/2022 67 3,138,360 13F-HR REAVES W H & CO INC
Q4 2021 2/9/2022 71 3,273,270 13F-HR REAVES W H & CO INC
Q3 2021 11/8/2021 73 3,133,715 13F-HR REAVES W H & CO INC
Q2 2021 8/5/2021 63 3,074,274 13F-HR REAVES W H & CO INC
Q1 2021 5/6/2021 61 2,875,363 13F-HR REAVES W H & CO INC
Q4 2020 2/8/2021 60 2,806,719 13F-HR REAVES W H & CO INC
Q3 2020 11/4/2020 52 2,560,961 13F-HR REAVES W H & CO INC
Q2 2020 8/6/2020 56 2,413,165 13F-HR REAVES W H & CO INC
Q1 2020 5/7/2020 58 2,162,167 13F-HR REAVES W H & CO INC
Q4 2019 2/6/2020 74 3,192,506 13F-HR REAVES W H & CO INC
Q2 2014 8/7/2014 113 3,101,650 13F-HR REAVES W H & CO INC
Q1 2014 5/8/2014 105 2,890,211 13F-HR REAVES W H & CO INC
Q4 2013 2/7/2014 112 3,010,399 13F-HR REAVES W H & CO INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 5.717 M 100.0% 102.8 K 0 102.8 K
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Fund Snapshot

Q4 2025
Latest filed
2/10/2026
Total value ($000)
5,717,059
Holdings
87
QoQ value change ($000)
102,832 (1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.