Position in MDU
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$213,120,675
+$17,300,000 QoQ
Shares Held
10,285,747
+2.5% QoQ
Ownership
4.92%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 5%
None 1%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $1,323,298,494 across 15 Utilities - Regulated Gas names. MDU ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
4,141,330 | $227,441,841 | |
| 2 | MDU |
Mdu Resources Group Inc
This page
|
10,285,747 | $213,120,675 | |
| 3 | ATO |
Atmos Energy Corp
|
752,986 | $139,091,572 | |
| 4 | NI |
Nisource Inc.
|
2,558,354 | $119,372,796 | |
| 5 | UGI |
Ugi Corp /Pa/
|
2,901,699 | $105,679,876 | |
| 6 | SR |
Spire Inc
|
1,023,891 | $92,703,088 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
1,054,750 | $91,657,773 | |
| 8 | OGS |
ONE Gas, Inc.
|
1,011,383 | $87,110,414 |
All Filings in MDU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,327,622 | 10,435,060 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $213,120,675 | 10,285,747 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $195,820,675 | 10,031,797 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $173,898,565 | 9,764,097 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $157,106,813 | 9,424,524 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $142,899,069 | 8,450,566 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $147,529,630 | 8,186,994 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $211,595,364 | 7,719,639 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $188,048,714 | 7,491,990 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $174,599,625 | 6,928,566 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $122,385,294 | 6,181,092 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $104,223,745 | 5,322,992 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $106,494,083 | 5,085,681 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $150,187,235 | 4,927,386 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $159,453,872 | 5,255,578 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $139,641,133 | 5,105,706 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $132,203,603 | 4,898,247 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $119,444,789 | 4,481,991 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $125,320,350 | 4,063,582 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $116,425,589 | 3,924,004 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $100,385,179 | 3,203,093 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $111,129,512 | 3,515,655 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $86,626,742 | 3,288,806 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $65,538,214 | 2,912,812 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $56,675,029 | 2,555,240 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $46,263,998 | 2,151,804 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||