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W.H. Reaves & Co’s Dycom Industries DY Stock Holding History

W.H. Reaves & Co’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 		$133M Buy
263,260
+15,120
+6% +$6.61M 2.02% 20
2026
Q1 		$84.1M Buy
248,140
+104,928
+73% +$39.4M 1.4% 27
2025
Q4 		$48.4M Sell
143,212
-216
-0.2% -$68.1K 0.85% 30
2025
Q3 		$41.8M Buy
143,428
+21,763
+18% +$5.71M 0.75% 36
2025
Q2 		$29.7M Sell
121,665
-19,443
-14% -$3.83M 0.66% 41
2025
Q1 		$21.5M Buy
141,108
+23,679
+20% +$4.08M 0.55% 43
2024
Q4 		$20.4M Buy
117,429
+82,071
+232% +$15.2M 0.54% 41
2024
Q3 		$6.97M Buy
35,358
+31,858
+910% +$5.75M 0.19% 49
2024
Q2 		$591K Buy
+3,500
New +$546K 0.02% 70

Other funds holding DY

PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

W.H. Reaves & Co's DY Position: Q2 2026 in Review

W.H. Reaves & Co increased its Dycom Industries (DY) stake by 6.1% in Q2 2026, buying an estimated $6.61M and bringing the position to 263,260 shares worth $133M. The position accounts for 2.02% of the portfolio, ranked #20.

W.H. Reaves & Co first reported a position in DY in Q2 2024 and has held it in 9 quarters since. 620 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • W.H. Reaves & Co held 263,260 shares of Dycom Industries worth $133M as of Q2 2026.
  • W.H. Reaves & Co bought 15,120 Dycom Industries shares in Q2 2026, an estimated $6.61M.
  • Dycom Industries made up 2.02% of W.H. Reaves & Co's portfolio in Q2 2026, its #20 holding.
  • W.H. Reaves & Co first reported a position in Dycom Industries in Q2 2024 and has held it in 9 quarters since.
  • 620 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on W.H. Reaves & Co's 13F filing for Q2 2026, filed 30 Jul 2026.