Position in MDU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$356,667
+$57,326 QoQ
Shares Held
16,816
+16.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#235
of 437 holders
Holding Since
Dec 2025
3 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, 2026Crestwood Advisors Group, LLC holds $1,092,405 across 4 Utilities - Regulated Gas names. MDU ranks #1 (32.6% of the industry book) .
All Filings in MDU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,667 | 16,816 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $299,341 | 14,447 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $243,082 | 12,453 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||