Position in MDU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,768,510
+$781,658 QoQ
Shares Held
278,403
+9.0% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Advisors Asset Management, Inc. holds $19,902,880 across 8 Utilities - Regulated Gas names. MDU ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
This page
|
278,403 | $5,768,510 | |
| 2 | UGI |
Ugi Corp /Pa/
|
109,718 | $3,995,929 | |
| 3 | NI |
Nisource Inc.
|
77,628 | $3,622,122 | |
| 4 | ATO |
Atmos Energy Corp
|
11,184 | $2,065,908 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
23,437 | $1,626,762 | |
| 6 | NWN |
Northwest Natural Holding Co
|
27,344 | $1,455,247 | |
| 7 | SR |
Spire Inc
|
13,672 | $1,237,862 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
1,033 | $130,540 |
All Filings in MDU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,768,510 | 278,403 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,986,852 | 255,474 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,014,552 | 225,410 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,562,128 | 213,685 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,204,614 | 189,510 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,015,308 | 278,319 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | — | 233,732 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | — | 227,567 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | — | 205,763 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | — | 170,904 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | — | 82,141 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | — | 73,147 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | — | 73,762 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | — | 63,976 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | — | 94,629 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | — | 93,391 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | — | 101,689 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | — | 99,166 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | — | 96,163 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | — | 94,315 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | — | 77,261 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | — | 64,762 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | — | 42,780 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | — | 39,472 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | — | 52,400 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||