Position in MDU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,229,461
+$12,021,419 QoQ
Shares Held
590,225
+5437.9% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 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 Mar 31, 2026FRANKLIN RESOURCES INC holds $512,031,709 across 11 Utilities - Regulated Gas names. MDU ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
5,986,389 | $279,324,908 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
1,576,371 | $109,415,908 | |
| 3 | OGS |
ONE Gas, Inc.
|
720,187 | $62,029,704 | |
| 4 | UGI |
Ugi Corp /Pa/
|
435,675 | $15,867,282 | |
| 5 | MDU |
Mdu Resources Group Inc
This page
|
590,225 | $12,229,461 | |
| 6 | NWN |
Northwest Natural Holding Co
|
154,521 | $8,223,605 | |
| 7 | ATO |
Atmos Energy Corp
|
39,213 | $7,243,423 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
64,754 | $5,627,118 |
All Filings in MDU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,229,461 | 590,225 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $208,042 | 10,658 | Shares | Defined | 2026-02-11 | |
| 2025-06-30 | $207,790 | 12,465 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,752,382 | 103,630 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,970,071 | 719,760 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | — | 938,471 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | — | 1,382,687 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | — | 2,606,723 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | — | 4,206,371 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | — | 4,206,335 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | — | 4,207,123 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | — | 4,206,637 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | — | 4,406,780 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | — | 4,408,470 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | — | 4,410,444 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | — | 2,210,869 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | — | 97,024 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | — | 10,823 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | — | 68,886 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | — | 102,045 | Shares | Defined | 2021-02-10 | |
| 2020-06-30 | — | 83,541 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||