Position in MDU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$914,193
+$334,779 QoQ
Shares Held
43,102
+54.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#184
of 437 holders
Holding Since
Dec 2025
3 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, 2026Sanctuary Advisors, LLC holds $16,694,504 across 7 Utilities - Regulated Gas names. MDU ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
268,818 | $9,284,973 | |
| 2 | NI |
Nisource Inc.
|
72,418 | $3,443,475 | |
| 3 | SR |
Spire Inc
|
16,943 | $1,323,078 | |
| 4 | MDU |
Mdu Resources Group Inc
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|
43,102 | $914,193 | |
| 5 | NJR |
New Jersey Resources Corp
|
16,195 | $907,567 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
14,669 | $564,756 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
2,892 | $256,462 |
All Filings in MDU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,193 | 43,102 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $579,414 | 27,964 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $845,704 | 43,325 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||