O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in MDU — Mdu Resources Group Inc
CIK 1423442
Stamford, CT
Position in MDU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$234,688
-$212,366 QoQ
Shares Held
11,065
-48.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#271
of 437 holders
Holding Since
Jun 2020
20 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $8,573,247 across 8 Utilities - Regulated Gas names. MDU ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
64,140 | $3,049,856 | |
| 2 | ATO |
Atmos Energy Corp
|
14,145 | $2,436,759 | |
| 3 | UGI |
Ugi Corp /Pa/
|
39,833 | $1,375,831 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
5,309 | $470,802 | |
| 5 | NJR |
New Jersey Resources Corp
|
7,650 | $428,706 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
4,507 | $335,320 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
1,970 | $241,285 | |
| 8 | MDU |
Mdu Resources Group Inc
This page
|
11,065 | $234,688 |
All Filings in MDU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,688 | 11,065 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $447,054 | 21,576 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $261,197 | 13,381 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $220,060 | 13,201 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $230,990 | 13,660 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $190,147 | 10,552 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $203,354 | 7,419 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $211,678 | 10,811 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $217,503 | 10,387 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,402,816 | 46,024 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,009,413 | 66,230 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $253,233 | 9,259 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $246,553 | 9,135 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $242,168 | 9,087 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $9,672 | 326 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,795 | 153 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,477 | 110 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,897 | 110 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,979 | 88 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,330 | 60 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||