Position in MDU
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,997,818
+$4,841,727 QoQ
Shares Held
289,470
+388.8% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026FIFTH THIRD BANCORP holds $45,273,787 across 15 Utilities - Regulated Gas names. MDU ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
41,543 | $7,673,822 | |
| 2 | UGI |
Ugi Corp /Pa/
|
174,195 | $6,344,181 | |
| 3 | MDU |
Mdu Resources Group Inc
This page
|
289,470 | $5,997,818 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
67,655 | $5,879,219 | |
| 5 | NI |
Nisource Inc.
|
122,204 | $5,702,038 | |
| 6 | SR |
Spire Inc
|
52,721 | $4,773,359 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
32,284 | $2,240,832 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
16,129 | $2,038,221 |
All Filings in MDU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,997,818 | 289,470 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $1,156,091 | 59,226 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $22,939 | 1,288 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $23,254 | 1,395 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $26,227 | 1,551 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $23,353 | 1,296 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $35,167 | 1,283 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $30,621 | 1,220 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $37,547 | 1,490 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $36,768 | 1,857 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $44,348 | 2,265 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $31,598 | 1,509 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $48,981 | 1,607 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $48,240 | 1,590 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $45,975 | 1,681 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $45,316 | 1,679 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $50,101 | 1,880 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $44,964 | 1,458 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $51,596 | 1,739 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $45,693 | 1,458 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $29,871 | 945 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $24,891 | 945 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $15,187 | 675 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $4,435 | 200 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $4,300 | 200 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||