BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in MDU — Mdu Resources Group Inc
CIK 2010186
CINCINNATI, OH
Position in MDU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$116,973
+$2,868 QoQ
Shares Held
5,515
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#297
of 437 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $795,906 across 5 Utilities - Regulated Gas names. MDU ranks #2 (14.7% of the industry book) .
All Filings in MDU
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,973 | 5,515 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $114,105 | 5,507 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $107,360 | 5,500 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $97,955 | 5,500 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $91,685 | 5,500 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $93,005 | 5,500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $99,110 | 5,500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $150,755 | 5,500 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $138,049 | 5,500 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $138,599 | 5,500 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $108,899 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $107,689 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $115,169 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $167,640 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $166,869 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $150,425 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $148,444 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $146,574 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $29,670 | 1,000 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $33,690 | 1,075 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $33,980 | 1,075 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $28,710 | 1,090 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $24,187 | 1,075 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $35,066 | 1,581 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $33,991 | 1,581 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||