Position in MDU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$51,243
+$38,832 QoQ
Shares Held
2,416
+303.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 437 holders
Holding Since
Mar 2022
13 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $4,081,363 across 8 Utilities - Regulated Gas names. MDU ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
68,079 | $3,237,156 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
19,179 | $738,391 | |
| 3 | MDU |
Mdu Resources Group Inc
This page
|
2,416 | $51,243 | |
| 4 | ATO |
Atmos Energy Corp
|
276 | $47,546 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
25 | $3,062 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
26 | $1,934 | |
| 7 | NJR |
New Jersey Resources Corp
|
27 | $1,513 | |
| 8 | UGI |
Ugi Corp /Pa/
|
15 | $518 |
All Filings in MDU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,243 | 2,416 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $12,411 | 599 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $11,692 | 599 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $10,668 | 599 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $8,985 | 539 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $5,681 | 336 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $6,054 | 336 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $7,208 | 263 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $6,601 | 263 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,607 | 540 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $10,771 | 544 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $10,651 | 544 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $12,925 | 485 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||