Position in MDU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,236,947
+$552,645 QoQ
Shares Held
301,011
+3.4% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Creative Planning holds $60,101,587 across 15 Utilities - Regulated Gas names. MDU ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
131,487 | $24,288,278 | |
| 2 | NI |
Nisource Inc.
|
209,105 | $9,756,839 | |
| 3 | MDU |
Mdu Resources Group Inc
This page
|
301,011 | $6,236,947 | |
| 4 | OGS |
ONE Gas, Inc.
|
47,339 | $4,077,308 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
47,064 | $3,266,712 | |
| 6 | UGI |
Ugi Corp /Pa/
|
81,193 | $2,957,049 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
25,389 | $2,206,304 | |
| 8 | SR |
Spire Inc
|
15,466 | $1,400,291 |
All Filings in MDU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,236,947 | 301,011 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,684,302 | 291,204 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,808,111 | 269,967 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,247,899 | 254,823 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,306,368 | 254,664 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $434,443 | 24,109 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | — | 19,836 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | — | 19,624 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | — | 20,089 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | — | 20,623 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | — | 17,363 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | — | 19,287 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | — | 17,259 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | — | 19,455 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | — | 20,044 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | — | 10,764 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | — | 8,248 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | — | 9,475 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | — | 14,175 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | — | 7,454 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | — | 11,180 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | — | 10,931 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | — | 10,924 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | — | 9,949 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | — | 10,685 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||