Position in MDU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,531,342
+$294,395 QoQ
Shares Held
307,937
+2.3% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 438 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Creative Planning holds $73,139,055 across 15 Utilities - Regulated Gas names. MDU ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
150,531 | $25,931,974 | |
| 2 | NI |
Nisource Inc.
|
319,106 | $15,173,489 | |
| 3 | MDU |
Mdu Resources Group Inc
This page
|
307,937 | $6,531,342 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
68,601 | $5,103,914 | |
| 5 | OGS |
ONE Gas, Inc.
|
60,127 | $4,633,986 | |
| 6 | UGI |
Ugi Corp /Pa/
|
117,883 | $4,071,678 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
32,279 | $2,862,501 | |
| 8 | NJR |
New Jersey Resources Corp
|
41,222 | $2,310,080 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,531,342 | 307,937 | Shares | Defined | 2026-08-13 | |
| 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 | $543,704 | 19,836 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $492,560 | 19,624 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $506,241 | 20,089 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $408,333 | 20,623 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $339,965 | 17,363 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $403,868 | 19,287 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $526,056 | 17,259 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $590,263 | 19,455 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $548,203 | 20,044 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $290,520 | 10,764 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $219,808 | 8,248 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $292,207 | 9,475 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $420,573 | 14,175 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $233,608 | 7,454 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $353,398 | 11,180 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $287,921 | 10,931 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $245,789 | 10,924 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $220,668 | 9,949 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $229,728 | 10,685 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||