Position in MDU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$68,336,689
-$5,054,504 QoQ
Shares Held
3,221,909
-9.0% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#13
of 438 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $69,227,193 across 3 Utilities - Regulated Gas names. MDU ranks #1 (98.7% of the industry book) .
All Filings in MDU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,336,689 | 3,221,909 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $73,391,193 | 3,542,046 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $34,210,244 | 1,752,574 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||