Position in MDU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,113,342
-$2,465,696 QoQ
Shares Held
429,672
-23.1% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 438 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $729,966,201 across 15 Utilities - Regulated Gas names. MDU ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
6,963,215 | $331,100,866 | |
| 2 | ATO |
Atmos Energy Corp
|
560,812 | $96,611,075 | |
| 3 | NJR |
New Jersey Resources Corp
|
1,062,877 | $59,563,624 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
569,101 | $50,467,873 | |
| 5 | UGI |
Ugi Corp /Pa/
|
1,248,079 | $43,108,644 | |
| 6 | OGS |
ONE Gas, Inc.
|
465,930 | $35,909,221 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
421,165 | $31,334,673 | |
| 8 | SPH |
Suburban Propane Partners LP
|
1,431,306 | $24,475,332 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,113,342 | 429,672 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $11,579,038 | 558,834 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $10,526,294 | 539,257 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,460,990 | 531,218 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $9,725,875 | 583,436 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $13,850,319 | 819,061 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $8,860,809 | 491,721 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $23,449,068 | 855,493 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $16,225,898 | 646,451 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $14,983,570 | 594,587 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $13,109,107 | 662,078 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $11,312,217 | 577,746 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,962,437 | 523,517 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $19,360,777 | 635,194 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $17,712,631 | 583,806 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $14,424,040 | 527,387 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,262,214 | 565,477 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $18,030,468 | 676,567 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $21,780,288 | 706,238 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $17,369,704 | 585,428 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,716,855 | 597,218 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $22,117,857 | 699,713 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $23,971,551 | 910,086 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $20,105,057 | 893,559 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $22,021,956 | 992,878 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $24,092,601 | 1,120,581 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||