CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
Position in DY — Dycom Industries Inc
CIK 1329375
DALLAS, TX
Position in DY
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$12,197,520
+$7,129,020 QoQ
Shares Held
36,000
+140.0% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT holds $103,014,394 across 6 Engineering & Construction names. DY ranks #5 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTZ |
Mastec Inc
|
70,900 | $22,811,366 | |
| 2 | PRIM |
Primoris Services Corp
|
152,000 | $21,742,080 | |
| 3 | PWR |
Quanta Services, Inc.
|
38,000 | $20,862,760 | |
| 4 | AGX |
Argan Inc
|
38,000 | $20,696,700 | |
| 5 | DY |
Dycom Industries Inc
This page
|
36,000 | $12,197,520 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
11,550 | $4,703,968 |
All Filings in DY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,197,520 | 36,000 | 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. | ||||||