Position in MDU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,794,502
+$1,293,566 QoQ
Shares Held
131,754
+81.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#118
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, 2026MACQUARIE GROUP LTD holds $56,837,826 across 10 Utilities - Regulated Gas names. MDU ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
114,639 | $19,748,859 | |
| 2 | NI |
Nisource Inc.
|
343,029 | $16,311,028 | |
| 3 | NJR |
New Jersey Resources Corp
|
71,231 | $3,991,785 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
51,311 | $3,817,538 | |
| 5 | OGS |
ONE Gas, Inc.
|
41,884 | $3,227,999 | |
| 6 | SR |
Spire Inc
|
40,575 | $3,168,501 | |
| 7 | MDU |
Mdu Resources Group Inc
This page
|
131,754 | $2,794,502 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
15,387 | $1,884,599 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,794,502 | 131,754 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,500,936 | 72,439 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,266,740 | 116,124 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,326,987 | 3,218,809 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,097,283 | 3,365,164 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $56,808,062 | 3,359,436 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $56,869,083 | 3,155,887 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $79,773,264 | 2,910,370 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $56,243,157 | 2,240,766 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,646,733 | 422,490 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,523,679 | 430,490 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,428,958 | 430,490 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,158,102 | 437,350 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $13,342,665 | 437,750 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $13,473,963 | 444,100 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $12,481,507 | 456,362 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,801,435 | 511,354 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $12,147,148 | 455,804 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,442,435 | 468,304 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $14,321,875 | 482,704 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $15,181,257 | 484,404 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $15,514,265 | 490,804 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $12,817,299 | 486,612 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,457,259 | 509,212 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,739,784 | 484,212 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $10,810,248 | 502,800 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||