Position in MDU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$25,416,540
+$2,203,435 QoQ
Shares Held
1,226,667
+3.2% QoQ
Ownership
0.587%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $794,878,996 across 13 Utilities - Regulated Gas names. MDU ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
8,427,167 | $306,917,421 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
1,079,094 | $136,365,108 | |
| 3 | ATO |
Atmos Energy Corp
|
601,090 | $111,033,344 | |
| 4 | NJR |
New Jersey Resources Corp
|
1,513,779 | $83,136,741 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
1,242,157 | $49,090,044 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
427,037 | $37,109,514 | |
| 7 | NI |
Nisource Inc.
|
551,224 | $25,720,111 | |
| 8 | MDU |
Mdu Resources Group Inc
This page
|
1,226,667 | $25,416,540 |
All Filings in MDU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,416,540 | 1,226,667 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $23,213,105 | 1,189,196 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,324,785 | 1,197,349 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $20,000,315 | 1,199,779 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $20,459,915 | 1,209,930 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $22,145,876 | 1,228,961 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | — | 1,224,147 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | — | 1,158,577 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | — | 1,159,620 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | — | 1,182,050 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | — | 1,243,002 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | — | 1,251,706 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | — | 718,632 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | — | 535,882 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | — | 521,564 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | — | 7,720 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | — | 8,159 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | — | 31,915 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | — | 23,136 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | — | 26,983 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | — | 39,162 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | — | 40,327 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | — | 64,300 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||