Position in MDU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,097,890
+$64,089 QoQ
Shares Held
146,058
-0.2% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#23
of 183 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $8,809,030 across 5 Utilities - Regulated Gas names. MDU ranks #2 (35.2% of the industry book) .
All Filings in MDU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,097,890 | 146,058 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,033,801 | 146,419 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,119,774 | 108,595 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,850,850 | 103,922 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,848,269 | 110,874 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,858,882 | 109,928 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,008,076 | 111,436 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | — | 169,263 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | — | 168,395 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | — | 149,932 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | — | 155,207 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | — | 138,088 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | — | 99,001 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | — | 79,471 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | — | 73,718 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||