Position in MDU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,736,064
+$601,193 QoQ
Shares Held
180,312
+12.3% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $93,763,034 across 13 Utilities - Regulated Gas names. MDU ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
232,998 | $43,039,388 | |
| 2 | NJR |
New Jersey Resources Corp
|
188,962 | $10,377,792 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
245,198 | $9,690,224 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
116,769 | $8,104,935 | |
| 5 | NI |
Nisource Inc.
|
162,991 | $7,605,158 | |
| 6 | UGI |
Ugi Corp /Pa/
|
105,310 | $3,835,389 | |
| 7 | MDU |
Mdu Resources Group Inc
This page
|
180,312 | $3,736,064 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
21,340 | $2,696,735 |
All Filings in MDU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,736,064 | 180,312 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,134,871 | 160,598 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,519,276 | 141,453 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,301,242 | 138,047 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,227,536 | 131,729 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,326,074 | 129,083 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,338,236 | 85,306 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,107,217 | 83,953 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,144,189 | 85,087 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,765,144 | 89,149 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,806,247 | 92,250 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,276,448 | 108,713 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,333,699 | 109,373 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,220,704 | 106,154 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,224,403 | 81,331 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,538,299 | 94,046 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,552,503 | 95,779 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,886,672 | 93,602 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,625,566 | 88,492 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,663,655 | 84,992 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,701,919 | 85,477 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,822,955 | 69,209 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,562,510 | 69,445 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,283,662 | 57,875 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,215,163 | 56,519 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||