Position in MDU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,264,285
-$342,281 QoQ
Shares Held
59,608
-23.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#163
of 437 holders
Holding Since
Mar 2020
26 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, 2026D.A. DAVIDSON & CO. holds $9,965,373 across 12 Utilities - Regulated Gas names. MDU ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
11,217 | $1,932,352 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
17,641 | $1,564,403 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
35,298 | $1,358,973 | |
| 4 | MDU |
Mdu Resources Group Inc
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|
59,608 | $1,264,285 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
13,744 | $1,022,553 | |
| 6 | NI |
Nisource Inc.
|
14,037 | $667,459 | |
| 7 | OGS |
ONE Gas, Inc.
|
7,192 | $554,287 | |
| 8 | SR |
Spire Inc
|
5,500 | $429,495 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,264,285 | 59,608 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,606,566 | 77,537 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,500,678 | 76,879 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,468,113 | 82,432 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,479,412 | 88,747 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,505,666 | 89,040 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,456,953 | 80,852 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,277,990 | 83,108 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,171,373 | 86,509 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,116,671 | 83,995 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,857,116 | 93,794 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,918,694 | 97,993 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,315,229 | 110,565 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,750,912 | 123,061 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,624,044 | 119,448 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,283,068 | 120,039 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,197,395 | 118,466 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,904,177 | 108,975 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,957,821 | 95,909 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,767,477 | 59,571 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,834,836 | 58,546 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,934,051 | 61,185 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,345,809 | 51,094 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,109,046 | 49,291 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,074,950 | 48,465 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,187,321 | 55,224 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||