Position in MDU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$35,374,302
+$4,855,448 QoQ
Shares Held
1,707,254
+9.2% QoQ
Ownership
0.817%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026UBS Group AG holds $721,454,004 across 16 Utilities - Regulated Gas names. MDU ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
5,873,793 | $274,071,178 | |
| 2 | ATO |
Atmos Energy Corp
|
718,687 | $132,755,861 | |
| 3 | CTRI |
Centuri Holdings, Inc.
|
1,922,298 | $56,150,323 | |
| 4 | SR |
Spire Inc
|
504,189 | $45,649,271 | |
| 5 | MDU |
Mdu Resources Group Inc
This page
|
1,707,254 | $35,374,302 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
393,500 | $34,195,149 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
399,306 | $27,715,829 | |
| 8 | NJR |
New Jersey Resources Corp
|
462,130 | $25,380,178 |
All Filings in MDU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,374,302 | 1,707,254 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $30,518,854 | 1,563,466 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $17,376,147 | 975,640 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,608,069 | 1,056,273 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,211,504 | 1,017,830 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,234,357 | 789,920 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,615,132 | 131,891 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,835,124 | 152,794 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,791,937 | 150,474 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,142,270 | 158,701 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,529,084 | 180,240 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,956,757 | 93,446 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,350,385 | 175,537 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,142,825 | 136,547 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,595,762 | 94,909 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,565,451 | 95,052 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,975,225 | 111,641 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,642,185 | 182,951 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,827,770 | 162,715 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,646,510 | 148,261 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,631,008 | 146,505 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,176,562 | 120,599 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,035,394 | 268,240 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,083,682 | 229,202 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $3,848,689 | 179,008 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||