Position in MDU
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,522,835
+$467,389 QoQ
Shares Held
170,021
+8.6% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026LPL Financial LLC holds $95,592,288 across 14 Utilities - Regulated Gas names. MDU ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
194,277 | $35,886,847 | |
| 2 | UGI |
Ugi Corp /Pa/
|
443,772 | $16,162,176 | |
| 3 | NI |
Nisource Inc.
|
337,484 | $15,747,003 | |
| 4 | NJR |
New Jersey Resources Corp
|
94,140 | $5,170,168 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
57,972 | $4,023,836 | |
| 6 | MDU |
Mdu Resources Group Inc
This page
|
170,021 | $3,522,835 | |
| 7 | SPH |
Suburban Propane Partners LP
|
139,676 | $2,750,220 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
69,446 | $2,744,505 |
All Filings in MDU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,522,835 | 170,021 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,055,446 | 156,529 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,343,083 | 131,560 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,678,468 | 160,676 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,568,104 | 151,869 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,787,153 | 154,670 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,785,952 | 138,123 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,187,219 | 126,981 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,755,540 | 109,347 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,262,916 | 114,289 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,556,060 | 130,545 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,710,534 | 129,443 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,718,847 | 122,009 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,742,248 | 123,344 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,452,229 | 89,661 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,479,623 | 91,872 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,935,663 | 147,680 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,594,154 | 148,968 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,260,121 | 143,583 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,128,333 | 163,635 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,072,188 | 160,462 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,150,881 | 119,624 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,236,543 | 99,402 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,071,316 | 93,387 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,274,065 | 105,770 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||