Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| QUANTA SCVS INC | 5,598,565 | 5,498,565 | -100,000 | 1,422,539 | 1,639,397 | 68.59% | +216,858 |
| DYCOM INDS INC(DY) | 3,627,655 | 3,618,492 | -9,163 | 612,203 | 713,205 | 29.84% | +101,002 |
| ISHARES TR | 0 | 600,000 | +600,000 | 0 | 27,516 | 1.15% | +27,516 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 40,000 | +40,000 | 0 | 8,843 | 0.37% | +8,843 |
| NEXTERA ENERGY INC | 6,485 | 6,485 | 0 | 459 | 548 | 0.02% | +89 |
| AMAZON COM INC(AMZN) | 3,980 | 3,980 | 0 | 769 | 742 | 0.03% | -28 |
| SELECT SECTOR SPDR TR ST STR UTIL ETF | 2,925 | 0 | -2,925 | 199 | 0 | — | -199 |
| DUKE ENERGY CORP NEW(DUK) | 200,000 | 0 | -200,000 | 20,046 | 0 | — | -20,046 |
| DOMINION ENERGY INC(D) | 600,000 | 0 | -600,000 | 29,400 | 0 | — | -29,400 |
| ISHARES TR | 399,900 | 0 | -399,900 | 36,703 | 0 | — | -36,703 |
| MASTEC INC(MTZ) | 481,720 | 0 | -481,720 | 51,539 | 0 | — | -51,539 |
| MICRON TECHNOLOGY INC(MU) | 591,000 | 0 | -591,000 | 77,734 | 0 | — | -77,734 |
| CARNIVAL CORP | 4,342,000 | 0 | -4,342,000 | 81,282 | 0 | — | -81,282 |