Position in MDU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,742,940
-$736,341 QoQ
Shares Held
129,323
-23.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 437 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Baird Financial Group, Inc. holds $44,510,720 across 10 Utilities - Regulated Gas names. MDU ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
126,879 | $21,857,444 | |
| 2 | NWN |
Northwest Natural Holding Co
|
194,795 | $9,556,642 | |
| 3 | SR |
Spire Inc
|
60,692 | $4,739,437 | |
| 4 | MDU |
Mdu Resources Group Inc
This page
|
129,323 | $2,742,940 | |
| 5 | CTRI |
Centuri Holdings, Inc.
|
84,742 | $2,562,598 | |
| 6 | UGI |
Ugi Corp /Pa/
|
33,296 | $1,150,043 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
5,909 | $723,733 | |
| 8 | NI |
Nisource Inc.
|
9,938 | $472,551 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,742,940 | 129,323 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,479,281 | 167,919 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $6,105,171 | 312,765 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,171,498 | 402,667 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,837,899 | 410,192 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,961,373 | 411,672 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,343,043 | 462,988 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,176,457 | 444,234 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,386,391 | 413,801 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,611,442 | 381,407 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,049,635 | 305,538 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,936,571 | 303,197 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,833,963 | 278,604 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,008,494 | 262,745 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,502,271 | 214,314 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,394,980 | 197,257 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $5,087,449 | 188,494 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $4,694,519 | 176,155 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,080,283 | 164,731 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $4,190,486 | 141,236 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,032,747 | 96,769 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,288,177 | 72,388 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,608,497 | 61,067 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,239,028 | 55,068 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,080,583 | 48,719 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $903,047 | 42,002 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||