Position in MDU
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$78,901
+$1,119 QoQ
Shares Held
3,720
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#307
of 437 holders
Holding Since
Dec 2021
12 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, 2026CoreCap Advisors, LLC holds $1,076,555 across 8 Utilities - Regulated Gas names. MDU ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
3,934 | $677,710 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
1,172 | $87,196 | |
| 3 | NWN |
Northwest Natural Holding Co
|
1,767 | $86,689 | |
| 4 | MDU |
Mdu Resources Group Inc
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|
3,720 | $78,901 | |
| 5 | NI |
Nisource Inc.
|
1,543 | $73,369 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
1,517 | $58,404 | |
| 7 | UGI |
Ugi Corp /Pa/
|
364 | $12,572 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
14 | $1,714 |
All Filings in MDU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,901 | 3,720 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $77,782 | 3,754 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $69,471 | 3,559 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $63,385 | 3,559 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $59,328 | 3,559 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $60,182 | 3,559 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $64,133 | 3,559 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $87,547 | 3,194 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $86,158 | 3,419 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $114,199 | 3,764 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $92,278 | 3,419 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $105,441 | 3,419 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||