Steward Partners Investment Advisory, LLC
Position in MDU — Mdu Resources Group Inc
CIK 1723397
STAMFORD, CT
Position in MDU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$247,732
+$4,832 QoQ
Shares Held
11,680
-0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 437 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $7,671,155 across 12 Utilities - Regulated Gas names. MDU ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
64,828 | $2,239,159 | |
| 2 | NJR |
New Jersey Resources Corp
|
30,981 | $1,736,175 | |
| 3 | NI |
Nisource Inc.
|
31,845 | $1,514,229 | |
| 4 | ATO |
Atmos Energy Corp
|
4,278 | $736,971 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
3,949 | $483,673 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
9,551 | $367,713 | |
| 7 | MDU |
Mdu Resources Group Inc
This page
|
11,680 | $247,732 | |
| 8 | SPH |
Suburban Propane Partners LP
|
7,476 | $127,839 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,732 | 11,680 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $242,900 | 11,723 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $228,832 | 11,723 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $210,496 | 11,819 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $195,422 | 11,723 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $87,069 | 5,149 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $92,784 | 5,149 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $156,812 | 5,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $88,452 | 3,524 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $88,804 | 3,524 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $59,479 | 3,004 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $60,776 | 3,104 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $39,974 | 1,909 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $58,186 | 1,909 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $47,299 | 1,559 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $42,638 | 1,559 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $42,077 | 1,559 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $41,547 | 1,559 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $72,751 | 2,359 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $69,991 | 2,359 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $73,931 | 2,359 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $102,700 | 3,249 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $62,135 | 2,359 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $53,077 | 2,359 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $52,322 | 2,359 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $40,441 | 1,881 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||