Position in MDU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,731,541
+$115,423 QoQ
Shares Held
81,638
+4.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#141
of 437 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $61,157,572 across 15 Utilities - Regulated Gas names. MDU ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,070,157 | $50,885,965 | |
| 2 | UGI |
Ugi Corp /Pa/
|
93,195 | $3,218,955 | |
| 3 | ATO |
Atmos Energy Corp
|
15,376 | $2,648,823 | |
| 4 | MDU |
Mdu Resources Group Inc
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|
81,638 | $1,731,541 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
24,279 | $934,741 | |
| 6 | NJR |
New Jersey Resources Corp
|
8,085 | $453,083 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
4,051 | $359,242 | |
| 8 | OGS |
ONE Gas, Inc.
|
4,163 | $320,842 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,731,541 | 81,638 | Shares | Sole | 2026-08-12 | |
| 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 | $1,503,850 | 54,865 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,704,287 | 67,900 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,666,700 | 66,139 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,309,033 | 66,113 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,272,792 | 65,005 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,138,213 | 54,356 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,602,491 | 52,575 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,322 | 55,991 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,556,981 | 56,928 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,485,393 | 55,035 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,602,727 | 60,140 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,822,821 | 59,106 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,672,444 | 56,368 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,810,484 | 57,769 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,158,956 | 68,300 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,955,393 | 74,237 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,752,501 | 77,889 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,610,950 | 72,631 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,506,941 | 70,090 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||