Position in MDU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$378,259
+$165,424 QoQ
Shares Held
17,834
+73.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 437 holders
Holding Since
Jun 2022
13 quarters on record
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Kestra Advisory Services, LLC holds $10,304,926 across 11 Utilities - Regulated Gas names. MDU ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
104,774 | $4,982,003 | |
| 2 | ATO |
Atmos Energy Corp
|
7,225 | $1,244,650 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
31,285 | $1,204,472 | |
| 4 | UGI |
Ugi Corp /Pa/
|
23,310 | $805,127 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
6,091 | $453,170 | |
| 6 | MDU |
Mdu Resources Group Inc
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|
17,834 | $378,259 | |
| 7 | NJR |
New Jersey Resources Corp
|
4,631 | $259,521 | |
| 8 | SPH |
Suburban Propane Partners LP
|
15,025 | $256,927 |
All Filings in MDU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,259 | 17,834 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $212,835 | 10,272 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $206,853 | 10,597 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $184,493 | 10,359 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $146,930 | 8,689 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,138,008 | 41,518 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $224,996 | 8,964 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $225,136 | 8,934 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $230,729 | 11,784 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $246,002 | 11,748 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $361,219 | 11,851 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $441,628 | 14,556 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $226,230 | 8,382 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||