Peconic Partners LLC Purchases in Q1 2024

Peconic Partners LLC

Stock	Shares change	Price Range	Shares Held
PWR Quanta Services, Inc. Industrials	70.2K + 1.27%	$193.28 - $259.8 $13.6M - $18.2M	5.6M $1.45B
DY Dycom Industries Inc Industrials	331K + 10.13%	$109.06 - $143.65 $36.1M - $47.5M	3.6M $516M
XLU Utilities Sector Spdr ETFs	1.61M New	$59.95 - $65.65 $96.6M - $106M	1.61M $106M
MU Micron Technology Inc Technology	675K + 675.0%	$79.5 - $119.25 $53.7M - $80.5M	775K $91.4M
CCL Carnival Corp Consumer Cyclical	3.5M New	$14.71 - $17.78 $51.5M - $62.2M	3.5M $57.2M
NEE Nextera Energy Inc Utilities	250K New	$54.97 - $63.91 $13.7M - $16M	250K $16M
SO Southern CO Utilities	76.8K New	$66.25 - $72.24 $5.09M - $5.55M	76.8K $5.51M
FE Firstenergy Corp Utilities	100K New	$35.79 - $38.74 $3.58M - $3.87M	100K $3.86M

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