Synergy Investment Management, LLC
Position in MDU — Mdu Resources Group Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in MDU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,336
+$31 QoQ
Shares Held
63
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 437 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $63,433 across 3 Utilities - Regulated Gas names. MDU ranks #3 (2.1% of the industry book) .
All Filings in MDU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,336 | 63 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,305 | 63 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,065 | 63 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,135 | 63 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||