Position in MDU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,058
+$510 QoQ
Shares Held
1,040
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 437 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $138,272 across 6 Utilities - Regulated Gas names. MDU ranks #5 (16.0% of the industry book) .
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,058 | 1,040 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $21,548 | 1,040 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,300 | 1,040 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $18,522 | 1,040 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $17,336 | 1,040 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $17,586 | 1,040 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $18,740 | 1,040 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $28,506 | 1,040 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $26,103 | 1,040 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $26,207 | 1,040 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $20,591 | 1,040 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $20,363 | 1,040 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $21,777 | 1,040 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $31,699 | 1,040 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $31,553 | 1,040 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $39,821 | 1,456 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $44,911 | 1,664 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $44,345 | 1,664 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $51,317 | 1,664 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $49,371 | 1,664 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $52,149 | 1,664 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $52,598 | 1,664 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $43,829 | 1,664 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $37,439 | 1,664 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $36,907 | 1,664 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $35,776 | 1,664 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||