Position in MDU
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$1,616,118
+$90,748 QoQ
Shares Held
77,998
-0.2% QoQ
Ownership
0.037%
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 1.4102925716044001.ToString("F0")%
Shared 0.ToString("F0")%
None 98.5897074283956.ToString("F0")%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026NewEdge Advisors, LLC holds $52,848,363 across 14 Utilities - Regulated Gas names. MDU ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
930,013 | $43,394,406 | |
| 2 | UGI |
Ugi Corp /Pa/
|
92,426 | $3,366,154 | |
| 3 | ATO |
Atmos Energy Corp
|
9,452 | $1,745,973 | |
| 4 | MDU |
Mdu Resources Group Inc
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|
77,998 | $1,616,118 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
37,638 | $1,487,453 | |
| 6 | OGS |
ONE Gas, Inc.
|
3,516 | $302,833 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
3,384 | $294,069 | |
| 8 | NWN |
Northwest Natural Holding Co
|
4,578 | $243,641 |
All Filings in MDU
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,616,118 | 77,998 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,525,370 | 78,144 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,459,565 | 81,952 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,020,854 | 61,239 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,052,799 | 62,259 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,118,537 | 62,072 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $833,157 | 54,865 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $944,203 | 67,900 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $923,379 | 66,139 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $725,226 | 66,113 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $705,148 | 65,005 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $630,589 | 54,356 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $609,338 | 52,575 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $645,945 | 55,991 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $592,034 | 56,928 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $564,813 | 55,035 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $609,428 | 60,140 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $693,118 | 59,106 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $635,938 | 56,368 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $688,427 | 57,769 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $820,931 | 68,300 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $743,528 | 74,237 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $666,379 | 77,889 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $612,555 | 72,631 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $573,006 | 70,090 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||