Position in MDU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$584,546
-$17,576 QoQ
Shares Held
27,560
-5.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#210
of 437 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Blue Trust, Inc. holds $2,731,071 across 9 Utilities - Regulated Gas names. MDU ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
10,192 | $1,755,775 | |
| 2 | MDU |
Mdu Resources Group Inc
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|
27,560 | $584,546 | |
| 3 | UGI |
Ugi Corp /Pa/
|
3,254 | $112,393 | |
| 4 | NI |
Nisource Inc.
|
2,013 | $95,717 | |
| 5 | SR |
Spire Inc
|
898 | $70,124 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
453 | $40,172 | |
| 7 | NWN |
Northwest Natural Holding Co
|
800 | $39,248 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
420 | $31,248 |
All Filings in MDU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,546 | 27,560 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $602,122 | 29,060 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $509,823 | 26,118 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $71,453 | 4,012 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $66,879 | 4,012 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $67,504 | 3,992 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $67,520 | 3,747 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $80,447 | 2,935 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $21,786 | 868 | Shares | Defined | 2024-07-18 | |
| 2023-12-31 | $20,590 | 1,040 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $450 | 23 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $1 | 42 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $47,153 | 1,587 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $37 | 1,368 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $5,715 | 209 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $6,612 | 245 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||