Position in MDU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,416,212
+$291,407 QoQ
Shares Held
66,771
+23.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#156
of 437 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $34,885,306 across 12 Utilities - Regulated Gas names. MDU ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
88,635 | $15,269,151 | |
| 2 | NI |
Nisource Inc.
|
82,905 | $3,942,132 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
789,711 | $3,690,556 | |
| 4 | NJR |
New Jersey Resources Corp
|
63,279 | $3,546,155 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
26,355 | $2,337,161 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
55,537 | $1,679,438 | |
| 7 | MDU |
Mdu Resources Group Inc
This page
|
66,771 | $1,416,212 | |
| 8 | UGI |
Ugi Corp /Pa/
|
32,545 | $1,124,104 |
All Filings in MDU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,416,212 | 66,771 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,124,805 | 54,286 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $851,540 | 43,624 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $472,231 | 26,515 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $398,496 | 23,905 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $358,187 | 21,182 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $308,736 | 17,133 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $700,846 | 25,569 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $500,091 | 19,924 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $495,002 | 19,643 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $380,713 | 19,228 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $338,145 | 17,270 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $857,303 | 40,941 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $551,781 | 18,103 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $463,199 | 15,267 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||