Position in MDU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,030,378
+$57,825 QoQ
Shares Held
142,875
-0.4% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#113
of 437 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $29,404,988 across 13 Utilities - Regulated Gas names. MDU ranks #6 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
88,646 | $4,967,721 | |
| 2 | NI |
Nisource Inc.
|
96,404 | $4,584,010 | |
| 3 | UGI |
Ugi Corp /Pa/
|
131,746 | $4,550,506 | |
| 4 | SPH |
Suburban Propane Partners LP
|
205,071 | $3,506,714 | |
| 5 | ATO |
Atmos Energy Corp
|
20,043 | $3,452,807 | |
| 6 | MDU |
Mdu Resources Group Inc
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|
142,875 | $3,030,378 | |
| 7 | NWN |
Northwest Natural Holding Co
|
24,358 | $1,195,003 | |
| 8 | SR |
Spire Inc
|
11,746 | $917,245 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,030,378 | 142,875 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,972,553 | 143,463 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,094,896 | 158,550 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,879,574 | 161,683 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,587,784 | 155,236 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,685,595 | 158,817 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,683,376 | 148,911 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,856,505 | 140,697 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,518,563 | 140,182 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,614,456 | 143,431 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,918,314 | 147,390 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,751,311 | 140,517 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,874,934 | 137,294 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,260,783 | 139,789 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,155,781 | 136,974 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,265,701 | 119,404 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,138,746 | 116,293 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,765,357 | 103,766 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,057,279 | 99,134 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,675,204 | 90,165 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,464,834 | 78,648 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,487,130 | 78,682 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,224,507 | 84,454 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,797,703 | 79,898 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,424,816 | 64,239 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $911,066 | 42,375 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||