Position in MDU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,337,831
-$14,036,471 QoQ
Shares Held
1,006,027
-41.1% QoQ
Ownership
0.478%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 437 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026UBS Group AG holds $447,683,197 across 15 Utilities - Regulated Gas names. MDU ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
713,094 | $122,844,701 | |
| 2 | NI |
Nisource Inc.
|
2,046,373 | $97,305,034 | |
| 3 | UGI |
Ugi Corp /Pa/
|
1,091,353 | $37,695,331 | |
| 4 | SR |
Spire Inc
|
463,283 | $36,177,769 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
421,574 | $31,365,103 | |
| 6 | NJR |
New Jersey Resources Corp
|
471,597 | $26,428,295 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
269,891 | $23,933,933 | |
| 8 | MDU |
Mdu Resources Group Inc
This page
|
1,006,027 | $21,337,831 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,337,831 | 1,006,027 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||