PECONIC PARTNERS LLC
CIK 1050464 · Holdings on Jun 30, 2024 · First reported Aug 14, 2024
Top ten holdings
Q2 2024- PWR60.98%
- DY26.24%
- 1436583003.48%
- MU3.33%
- MTZ2.21%
- TLT1.57%
- D1.26%
- DUK0.86%
- AMZN0.03%
- NEE0.02%
Share classes counted separately99.98%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XLUWeight decreased · -4.69 pp4.70% → 0.01%Shares -1.61M (-99.82%)
- PWRWeight decreased · -3.61 pp64.59% → 60.98%Shares 0 (0.00%)
- DYWeight increased · +3.32 pp22.92% → 26.24%Shares +31.07K (+0.86%)
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 11
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 | $1.42B | 60.98% | 5.60M shares | 64.59% → 60.98%-3.61 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | DYDYCOM INDUSTRIES INC View history and evidence | $612.20M | 26.24% | 3.63M shares | 22.92% → 26.24%+3.32 pp +31.07K (+0.86%) | Added | ↗▾ |
| 03 | 143658300CARNIVAL CORPUNIT 99/99/9999 View history and evidence | $81.28M | 3.48% | 4.34M shares | 2.54% → 3.48%+0.94 pp +842.00K (+24.06%) | Added | ↗▾ |
| 04 | MUMICRON TECHNOLOGY INC View history and evidence | $77.73M | 3.33% | 591.00K shares | 4.06% → 3.33%-0.73 pp -184.00K (-23.74%) | Reduced | ↗▾ |
| 05 | MTZMASTEC INC View history and evidence | $51.54M | 2.21% | 481.72K shares | Prior unavailable +481.72K | New | ↗▾ |
| 06 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $36.70M | 1.57% | 399.90K shares | Prior unavailable +399.90K | New | ↗▾ |
| 07 | DDOMINION ENERGY INC View history and evidence | $29.40M | 1.26% | 600.00K shares | Prior unavailable +600.00K | New | ↗▾ |
| 08 | DUKDUKE ENERGY CORPCOM NEW View history and evidence | $20.05M | 0.86% | 200.00K shares | Prior unavailable +200.00K | New | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $769.13K | 0.03% | 3.98K shares | 0.03% → 0.03%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | NEENEXTERA ENERGY INC View history and evidence | $459.20K | 0.02% | 6.49K shares | 0.71% → 0.02%-0.69 pp -243.51K (-97.41%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SO SOUTHERN CO/THE | Non-derivative | -76,819 | -$5.51M | SEC filing ↗ | SEC filing ↗ |
| FE FIRSTENERGY CORP | Non-derivative | -100,000 | -$3.86M | SEC filing ↗ | SEC filing ↗ |
| UBER UBER TECHNOLOGIES INC | Non-derivative | -10,330 | -$795.31K | SEC filing ↗ | SEC filing ↗ |
3 / 3 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 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2332874602
}Take these holdings further.
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