Position in MDU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$136,952
+$3,163 QoQ
Shares Held
6,457
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#295
of 437 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $312,726 across 4 Utilities - Regulated Gas names. MDU ranks #1 (43.8% of the industry book) .
All Filings in MDU
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,952 | 6,457 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $133,789 | 6,457 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $126,040 | 6,457 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $114,999 | 6,457 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $107,638 | 6,457 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $104,114 | 6,157 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $79,360 | 4,404 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $120,713 | 4,404 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $110,539 | 4,404 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $110,979 | 4,404 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $71,358 | 3,604 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $37,201 | 1,900 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $39,785 | 1,900 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $57,912 | 1,900 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $60,679 | 2,000 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $54,700 | 2,000 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $53,979 | 2,000 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $63,959 | 2,400 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $74,015 | 2,400 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $71,208 | 2,400 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $75,863 | 2,400 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $63,215 | 2,400 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $29,249 | 1,300 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $26,615 | 1,200 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,150 | 100 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||