Position in MDU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$827
-$22 QoQ
Shares Held
39
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#409
of 431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $12,836 across 9 Utilities - Regulated Gas names. MDU ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
70 | $3,328 | |
| 2 | ATO |
Atmos Energy Corp
|
19 | $3,273 | |
| 3 | NWN |
Northwest Natural Holding Co
|
40 | $1,962 | |
| 4 | UGI |
Ugi Corp /Pa/
|
49 | $1,692 | |
| 5 | OPAL |
OPAL Fuels Inc.
|
673 | $1,480 | |
| 6 | MDU |
Mdu Resources Group Inc
This page
|
39 | $827 | |
| 7 | NJR |
New Jersey Resources Corp
|
2 | $112 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
1 | $88 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827 | 39 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $849 | 41 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $663 | 34 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $605 | 34 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $566 | 34 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $574 | 34 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $612 | 34 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $516 | 34 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $472 | 34 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $474 | 34 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $372 | 34 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $368 | 34 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $394 | 34 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $394 | 34 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $392 | 34 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $353 | 34 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $348 | 34 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $344 | 34 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $398 | 34 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $383 | 34 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $405 | 34 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $408 | 34 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $340 | 34 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $290 | 34 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $286 | 34 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $277 | 34 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||