Position in MDU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,082,414
+$2,018,296 QoQ
Shares Held
1,451,854
+1.0% QoQ
Ownership
0.695%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Bragg Financial Advisors, Inc holds $119,597,450 across 3 Utilities - Regulated Gas names. MDU ranks #3 (25.2% of the industry book) .
All Filings in MDU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,082,414 | 1,451,854 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,064,118 | 1,437,711 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,330,619 | 1,309,973 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,708,574 | 1,302,254 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,624,721 | 1,219,676 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,608,644 | 588,715 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | — | 554,981 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | — | 550,219 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | — | 458,568 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | — | 306,593 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | — | 307,831 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | — | 250,260 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | — | 231,333 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||