Position in MDU
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$40,504,757
+$17,820,315 QoQ
Shares Held
1,909,701
+74.4% QoQ
Ownership
0.908%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 438 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)
Derivatives in MDU
reported options exposure · as of Dec 31, 2025CallValue
$220,576
CallShares
11,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CITADEL ADVISORS LLC holds $675,107,558 across 14 Utilities - Regulated Gas names. MDU ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,736,405 | $299,130,489 | |
| 2 | NI |
Nisource Inc.
|
3,715,541 | $176,673,973 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
1,259,693 | $93,721,158 | |
| 4 | MDU |
Mdu Resources Group Inc
This page
|
1,909,701 | $40,504,757 | |
| 5 | UGI |
Ugi Corp /Pa/
|
655,895 | $22,654,612 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
236,396 | $20,963,597 | |
| 7 | CTRI |
Centuri Holdings, Inc.
|
146,216 | $4,421,571 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
113,056 | $4,352,655 |
All Filings in MDU
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,504,757 | 1,909,701 | Shares | Defined | 2026-09-02 | |
| 2026-03-31 | $22,684,442 | 1,094,809 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $33,274,396 | 1,704,631 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $220,576 | 11,300 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $20,985,504 | 1,178,299 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,708,374 | 282,446 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $153,881 | 9,100 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $820,371 | 48,514 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $911,449 | 53,900 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $1,619,998 | 89,900 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $167,586 | 9,300 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $3,444,847 | 191,168 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,197,817 | 43,700 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $28,856,241 | 1,052,763 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $150,755 | 5,500 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $70,279 | 2,800 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $522,079 | 20,800 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $1,422,865 | 56,463 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $201,599 | 8,000 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $962,638 | 38,200 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $30,936,882 | 1,562,473 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $437,578 | 22,100 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $211,859 | 10,700 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $426,842 | 21,800 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $372,018 | 19,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $37,280,163 | 1,904,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,155,422 | 341,711 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $240,809 | 11,500 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $1,566,310 | 74,800 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $743,714 | 24,400 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $231,648 | 7,600 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $15,893,453 | 521,437 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $18,481,659 | 609,153 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $30,339 | 1,000 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $552,186 | 18,200 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $426,660 | 15,600 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $10,098,828 | 369,244 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,943,363 | 775,968 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $369,762 | 13,700 | Call | Defined | 2022-08-15 | |
| 2022-03-31 | $365,104 | 13,700 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $501,018 | 18,800 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $13,251,255 | 497,234 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $499,605 | 16,200 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $376,246 | 12,200 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $1,698,691 | 55,081 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,935,885 | 98,951 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $231,426 | 7,800 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $1,418,230 | 47,800 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $911,996 | 29,100 | Put | Defined | 2021-08-16 | |
| 2021-06-30 | $20,068,586 | 640,349 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||