Position in DY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$192,446,259
+$30,534,009 QoQ
Shares Held
380,637
-20.3% QoQ
Ownership
1.26%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#16
of 620 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026NORDEA INVESTMENT MANAGEMENT AB holds $1,238,223,028 across 15 Engineering & Construction names. DY ranks #4 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
393,220 | $326,325,412 | |
| 2 | PWR |
Quanta Services, Inc.
|
372,826 | $268,449,631 | |
| 3 | MTZ |
Mastec Inc
|
529,463 | $220,288,374 | |
| 4 | DY |
Dycom Industries Inc
This page
|
380,637 | $192,446,259 | |
| 5 | PRIM |
Primoris Services Corp
|
887,332 | $87,952,346 | |
| 6 | FIX |
Comfort Systems USA Inc
|
41,406 | $82,064,620 | |
| 7 | STRL |
Sterling Infrastructure, Inc.
|
34,218 | $28,721,220 | |
| 8 | AGX |
Argan Inc
|
10,536 | $8,413,522 |
All Filings in DY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,446,259 | 380,637 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $161,912,250 | 477,871 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $137,045,480 | 405,580 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $2,074,705 | 7,111 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,748,609 | 7,155 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,031,493 | 6,771 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,164,286 | 6,689 | Shares | Sole | 2025-01-06 | |
| No filing history on record for this holder in this stock. | ||||||