CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

Position in DY — Dycom Industries Inc

CIK 1329375 DALLAS, TX

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Position in DY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$26,290,680

+$14,093,160 QoQ

Shares Held

52,000

+44.4% QoQ

Ownership

0.173%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#62

of 617 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in DY Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT holds $145,861,073 across 5 Engineering & Construction names. DY ranks #4 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGX	Argan Inc	45,500	$36,334,025
2	MTZ	Mastec Inc	82,800	$34,449,768
3	PWR	Quanta Services, Inc.	43,800	$31,537,752
4	DY	Dycom Industries Inc This page	52,000	$26,290,680
5	STRL	Sterling Infrastructure, Inc.	20,550	$17,248,848

All Filings in DY

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,290,680	52,000	+44.4%	Shares	Sole	2026-07-28
2026-03-31	$12,197,520	36,000	+140.0%	Shares	Sole	2026-04-28
2025-12-31	$5,068,500	15,000	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.