Position in MDU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$11,579,038
+$1,052,744 QoQ
Shares Held
558,834
+3.6% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $838,148,986 across 16 Utilities - Regulated Gas names. MDU ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
8,563,633 | $399,579,108 | |
| 2 | ATO |
Atmos Energy Corp
|
796,227 | $147,079,042 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
609,398 | $52,956,683 | |
| 4 | UGI |
Ugi Corp /Pa/
|
1,187,798 | $43,259,598 | |
| 5 | OGS |
ONE Gas, Inc.
|
428,658 | $36,920,311 | |
| 6 | NJR |
New Jersey Resources Corp
|
641,335 | $35,222,113 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
410,555 | $28,496,620 | |
| 8 | SPH |
Suburban Propane Partners LP
|
1,402,221 | $27,609,730 |
All Filings in MDU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-11-26 | |
| 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 | — | 855,493 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | — | 646,451 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | — | 594,587 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | — | 662,078 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | — | 577,746 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | — | 523,517 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | — | 635,194 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | — | 583,806 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | — | 527,387 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | — | 565,477 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | — | 676,567 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | — | 706,238 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | — | 585,428 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | — | 597,218 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | — | 699,713 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | — | 910,086 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | — | 893,559 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | — | 992,878 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | — | 1,120,581 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||