PECONIC PARTNERS LLC
CIK 1050464 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- PWR64.59%
- DY22.92%
- XLU4.70%
- MU4.06%
- 1436583002.54%
- NEE0.71%
- SO0.24%
- FE0.17%
- UBER0.04%
- AMZN0.03%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PWRWeight increased · +7.32 pp57.27% → 64.59%Shares +70.20K (+1.27%)
- DYWeight increased · +4.88 pp18.04% → 22.92%Shares +330.90K (+10.13%)
- MUWeight increased · +3.65 pp0.41% → 4.06%Shares +675.00K (+675.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PWRQUANTA SERVICES INC View history and evidence | $1.45B | 64.59% | 5.60M shares | 57.27% → 64.59%+7.32 pp +70.20K (+1.27%) | Added | ↗▾ |
| 02 | DYDYCOM INDUSTRIES INC View history and evidence | $516.22M | 22.92% | 3.60M shares | 18.04% → 22.92%+4.88 pp +330.90K (+10.13%) | Added | ↗▾ |
| 03 | XLUST SR UTL SL SE SPDR ETF-USDSBI INT-UTILS View history and evidence | $105.79M | 4.70% | 1.61M shares | Prior unavailable +1.61M | New | ↗▾ |
| 04 | MUMICRON TECHNOLOGY INC View history and evidence | $91.36M | 4.06% | 775.00K shares | 0.41% → 4.06%+3.65 pp +675.00K (+675.00%) | Added | ↗▾ |
| 05 | 143658300CARNIVAL CORPUNIT 99/99/9999 View history and evidence | $57.19M | 2.54% | 3.50M shares | Prior unavailable +3.50M | New | ↗▾ |
| 06 | NEENEXTERA ENERGY INC View history and evidence | $15.98M | 0.71% | 250.00K shares | Prior unavailable +250.00K | New | ↗▾ |
| 07 | SOSOUTHERN CO/THE View history and evidence | $5.51M | 0.24% | 76.82K shares | Prior unavailable +76.82K | New | ↗▾ |
| 08 | FEFIRSTENERGY CORP View history and evidence | $3.86M | 0.17% | 100.00K shares | Prior unavailable +100.00K | New | ↗▾ |
| 09 | UBERUBER TECHNOLOGIES INC View history and evidence | $795.31K | 0.04% | 10.33K shares | 0.03% → 0.04%+0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $717.91K | 0.03% | 3.98K shares | 0.75% → 0.03%-0.72 pp -98.94K (-96.13%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WCC WESCO INTERNATIONAL INC | Non-derivative | -2,450,348 | -$426.07M | SEC filing ↗ | SEC filing ↗ |
| CLF CLEVELAND-CLIFFS INC | Non-derivative | -2,074,927 | -$42.37M | SEC filing ↗ | SEC filing ↗ |
| GOOGL ALPHABET INC-CL A | Non-derivative | -100,000 | -$13.97M | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1050464 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2251936990
}Take these holdings further.
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