Position in MDU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,154,433
-$368,158 QoQ
Shares Held
808,790
-4.4% QoQ
Ownership
0.384%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 438 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $492,379,582 across 15 Utilities - Regulated Gas names. MDU ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,204,326 | $207,469,239 | |
| 2 | NJR |
New Jersey Resources Corp
|
2,343,079 | $131,306,144 | |
| 3 | NI |
Nisource Inc.
|
822,363 | $39,103,358 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
888,899 | $34,222,611 | |
| 5 | MDU |
Mdu Resources Group Inc
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|
808,790 | $17,154,433 | |
| 6 | OGS |
ONE Gas, Inc.
|
182,606 | $14,073,441 | |
| 7 | UGI |
Ugi Corp /Pa/
|
342,943 | $11,845,249 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
96,993 | $8,601,337 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,154,433 | 808,790 | Shares | Defined | 2026-08-14 | |
| 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 | $5,377,869 | 196,201 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,732,447 | 188,544 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,221,280 | 207,194 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $6,629,119 | 334,805 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,279,083 | 320,690 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,507,464 | 358,523 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $11,246,699 | 368,985 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,380,203 | 375,090 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,137,664 | 370,664 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,281,994 | 380,956 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $17,789,126 | 667,511 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $21,317,875 | 691,244 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,661,196 | 999,700 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $34,954,714 | 1,115,336 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $33,141,779 | 1,048,462 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $22,463,224 | 852,822 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $24,085,126 | 1,070,451 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $25,744,590 | 1,160,716 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $18,098,394 | 841,782 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||