Position in MDU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$17,522,591
+$1,545,376 QoQ
Shares Held
845,685
+3.3% QoQ
Ownership
0.405%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $532,408,015 across 16 Utilities - Regulated Gas names. MDU ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,329,328 | $245,553,466 | |
| 2 | NJR |
New Jersey Resources Corp
|
2,468,590 | $135,574,961 | |
| 3 | NI |
Nisource Inc.
|
959,638 | $44,776,707 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
893,099 | $35,295,271 | |
| 5 | MDU |
Mdu Resources Group Inc
This page
|
845,685 | $17,522,591 | |
| 6 | OGS |
ONE Gas, Inc.
|
149,712 | $12,894,693 | |
| 7 | UGI |
Ugi Corp /Pa/
|
280,077 | $10,200,402 | |
| 8 | SR |
Spire Inc
|
90,734 | $8,215,055 |
All Filings in MDU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,522,591 | 845,685 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $15,977,215 | 818,505 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,921,033 | 164,011 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,745,330 | 284,663 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,671,778 | 158,000 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,889,595 | 160,355 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | — | 196,201 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | — | 188,544 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | — | 207,194 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | — | 334,805 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | — | 320,690 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | — | 358,523 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | — | 368,985 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | — | 375,090 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | — | 370,664 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | — | 380,956 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | — | 667,511 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | — | 691,244 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | — | 999,700 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | — | 1,115,336 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | — | 1,048,462 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | — | 852,822 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | — | 1,070,451 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | — | 1,160,716 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | — | 841,782 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||