Position in MDU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$21,380,973
+$861,440 QoQ
Shares Held
1,008,061
+1.8% QoQ
Ownership
0.479%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $491,609,815 across 13 Utilities - Regulated Gas names. MDU ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
3,160,380 | $121,674,630 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
985,861 | $87,426,153 | |
| 3 | NI |
Nisource Inc.
|
1,675,691 | $79,679,106 | |
| 4 | ATO |
Atmos Energy Corp
|
427,047 | $73,567,386 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
340,645 | $25,343,987 | |
| 6 | MDU |
Mdu Resources Group Inc
This page
|
1,008,061 | $21,380,973 | |
| 7 | UGI |
Ugi Corp /Pa/
|
486,772 | $16,813,104 | |
| 8 | SR |
Spire Inc
|
197,505 | $15,423,164 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,380,973 | 1,008,061 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $20,519,533 | 990,325 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $18,946,970 | 970,644 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $17,456,435 | 980,148 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $16,797,241 | 1,007,633 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $17,112,699 | 1,011,987 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $17,803,903 | 988,008 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $12,941,086 | 472,130 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $17,040,318 | 678,898 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $19,319,427 | 766,645 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $14,801,767 | 747,566 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $14,705,810 | 751,066 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $16,009,204 | 764,528 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $24,524,230 | 804,598 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $24,190,421 | 797,313 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $21,676,883 | 792,573 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $21,603,348 | 800,421 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $18,424,035 | 691,335 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $21,341,685 | 692,016 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $20,792,389 | 700,786 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $21,967,826 | 700,950 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $21,813,455 | 690,083 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $15,658,239 | 594,469 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $13,436,718 | 597,188 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $13,694,040 | 617,407 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $13,211,229 | 614,473 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||