Impax Asset Management Group’s Dycom Industries DY Stock Holding History

Impax Asset Management Group’s Portfolio DY Stock Details DY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.1M	Buy	37,737 +7,737	+26%	+$3.38M	0.12%	114
2026 Q1	$10.2M	Sell	30,000 -13,000	-30%	-$4.88M	0.07%	154
2025 Q4	$14.5M	Hold	43,000	–	–	0.09%	123
2025 Q3	$12.5M	Hold	43,000	–	–	0.07%	130
2025 Q2	$10.5M	Hold	43,000	–	–	0.06%	137
2025 Q1	$6.55M	Hold	43,000	–	–	0.04%	182
2024 Q4	$7.48M	Buy	43,000 +21,500	+100%	+$3.98M	0.03%	188
2024 Q3	$4.24M	Sell	21,500 -12,500	-37%	-$2.26M	0.02%	229
2024 Q2	$5.74M	Sell	34,000 -67,500	-67%	-$10.5M	0.02%	213
2024 Q1	$14.6M	Hold	101,500	–	–	0.06%	142
2023 Q4	$11.7M	Hold	101,500	–	–	0.05%	166
2023 Q3	$9.03M	Buy	101,500 +17,500	+21%	+$1.75M	0.04%	166
2023 Q2	$9.55M	Buy	84,000 +21,000	+33%	+$2.08M	0.04%	161
2023 Q1	$5.9M	Buy	+63,000	New	+$5.85M	0.02%	193

Other funds holding DY

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Impax Asset Management Group's DY Position: Q2 2026 in Review

Impax Asset Management Group increased its Dycom Industries (DY) stake by 26% in Q2 2026, buying an estimated $3.38M and bringing the position to 37,737 shares worth $19.1M. The position accounts for 0.12% of the portfolio, ranked #114.

Impax Asset Management Group first reported a position in DY in Q1 2023 and has held it in 14 quarters since. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

Impax Asset Management Group held 37,737 shares of Dycom Industries worth $19.1M as of Q2 2026.
Impax Asset Management Group bought 7,737 Dycom Industries shares in Q2 2026, an estimated $3.38M.
Dycom Industries made up 0.12% of Impax Asset Management Group's portfolio in Q2 2026, its #114 holding.
Impax Asset Management Group first reported a position in Dycom Industries in Q1 2023 and has held it in 14 quarters since.
618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.