Position in MDU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,687
+$5,435 QoQ
Shares Held
1,494
+17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
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, 2026Larson Financial Group LLC holds $797,282 across 11 Utilities - Regulated Gas names. MDU ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,699 | $292,686 | |
| 2 | NI |
Nisource Inc.
|
2,391 | $113,692 | |
| 3 | UGI |
Ugi Corp /Pa/
|
3,263 | $112,704 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
1,271 | $94,562 | |
| 5 | NWN |
Northwest Natural Holding Co
|
1,282 | $62,894 | |
| 6 | SR |
Spire Inc
|
661 | $51,617 | |
| 7 | MDU |
Mdu Resources Group Inc
This page
|
1,494 | $31,687 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
142 | $17,392 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,687 | 1,494 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,252 | 1,267 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,009 | 1,230 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $21,746 | 1,221 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,437 | 1,226 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $20,342 | 1,203 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $21,515 | 1,194 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $32,590 | 1,189 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,986 | 1,115 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $27,669 | 1,098 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $21,601 | 1,091 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $21,224 | 1,084 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $22,468 | 1,073 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $32,461 | 1,065 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $32,069 | 1,057 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $28,690 | 1,049 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $28,096 | 1,041 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $27,502 | 1,032 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $31,610 | 1,025 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $30,204 | 1,018 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $31,684 | 1,011 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $35,845 | 1,134 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $29,632 | 1,125 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $25,087 | 1,115 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $24,508 | 1,105 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $23,521 | 1,094 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||