Position in MDU
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,399
+$3,406 QoQ
Shares Held
396
+64.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#365
of 437 holders
Holding Since
Jun 2020
21 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, 2026JFS WEALTH ADVISORS, LLC holds $309,068 across 13 Utilities - Regulated Gas names. MDU ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
5,944 | $205,305 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
225 | $27,558 | |
| 3 | ATO |
Atmos Energy Corp
|
158 | $27,218 | |
| 4 | NI |
Nisource Inc.
|
428 | $20,351 | |
| 5 | MDU |
Mdu Resources Group Inc
This page
|
396 | $8,399 | |
| 6 | NJR |
New Jersey Resources Corp
|
121 | $6,780 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
47 | $4,167 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
48 | $3,571 |
All Filings in MDU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,399 | 396 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,993 | 241 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,411 | 226 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,938 | 165 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,750 | 165 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,401 | 142 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,558 | 142 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,892 | 142 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,087 | 123 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,099 | 123 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,435 | 123 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,760 | 141 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,041 | 193 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,400 | 210 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,401 | 211 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,071 | 222 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,238 | 120 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,411 | 128 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,942 | 63 | Shares | Sole | 2022-02-03 | |
| 2020-09-30 | $2,587 | 115 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,550 | 115 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||